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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 | $213,703 | $89,370+139.1% | $141,197+51.4% | $72,976+192.8% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 22.21% | 111.88%-89.7pp | 71.41%-49.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $12,028 | $3,115+286.1% | $4,736+154.0% | $2,440+393.0% |
| Participant deferral / active EE | $9,299 | $5,419+71.6% | $6,710+38.6% | $3,608+157.8% |
| Admin fee / account holder | $10,025 | $5,957+68.3% | $10,265-2.3% | $5,124+95.6% |