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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 | $141,584 | $89,367+58.4% | $141,191+0.3% | $72,975+94.0% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 23.91% | 111.87%-88.0pp | 71.41%-47.5pp | 81.01%-57.1pp |
| Employer contribution / active EE | $7,632 | $3,115+145.0% | $4,736+61.1% | $2,440+212.8% |
| Participant deferral / active EE | $7,226 | $5,419+33.4% | $6,710+7.7% | $3,608+100.3% |
| Admin fee / account holder | $10,288 | $5,957+72.7% | $10,264+0.2% | $5,124+100.8% |