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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 | $212,704 | $89,370+138.0% | $141,197+50.6% | $72,976+191.5% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 21.62% | 111.88%-90.3pp | 71.41%-49.8pp | 81.02%-59.4pp |
| Employer contribution / active EE | $7,900 | $3,115+153.6% | $4,736+66.8% | $2,440+223.8% |
| Participant deferral / active EE | $8,926 | $5,419+64.7% | $6,710+33.0% | $3,608+147.4% |
| Admin fee / account holder | $3,240 | $5,957-45.6% | $10,265-68.4% | $5,124-36.8% |