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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 | $148,293 | $77,638+91.0% | $156,551-5.3% | $62,881+135.8% |
| Participation rate | 88.0% | 71.2%+16.8pp | 84.0%+4.0pp | 69.3%+18.7pp |
| Annual return | 8.61% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $8,823 | $3,444+156.2% | $5,501+60.4% | $2,281+286.8% |
| Participant deferral / active EE | $10,956 | $3,046+259.7% | $4,871+124.9% | $3,203+242.1% |
| Admin fee / account holder | $9,409 | $5,561+69.2% | $13,028-27.8% | $4,296+119.0% |