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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 | $211,512 | $89,364+136.7% | $141,177+49.8% | $72,983+189.8% |
| Participation rate | 84.2% | 75.1%+9.1pp | 82.5%+1.7pp | 69.5%+14.7pp |
| Annual return | 21.46% | 111.86%-90.4pp | 71.40%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $8,925 | $3,115+186.5% | $4,736+88.5% | $2,440+265.8% |
| Participant deferral / active EE | $6,834 | $5,419+26.1% | $6,710+1.8% | $3,608+89.4% |
| Admin fee / account holder | $5,130 | $5,959-13.9% | $10,263-50.0% | $5,124+0.1% |