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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,899 | $89,367+178.5% | $141,191+76.3% | $72,975+241.1% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 24.37% | 111.87%-87.5pp | 71.41%-47.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $9,735 | $3,115+212.5% | $4,736+105.6% | $2,440+299.0% |
| Participant deferral / active EE | $11,316 | $5,419+108.8% | $6,710+68.6% | $3,608+213.7% |
| Admin fee / account holder | $3,865 | $5,957-35.1% | $10,264-62.3% | $5,124-24.6% |