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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 | $161,237 | $89,370+80.4% | $141,197+14.2% | $72,976+120.9% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 23.39% | 111.88%-88.5pp | 71.41%-48.0pp | 81.02%-57.6pp |
| Employer contribution / active EE | $6,341 | $3,115+103.6% | $4,736+33.9% | $2,440+159.9% |
| Participant deferral / active EE | $17,304 | $5,419+219.3% | $6,710+157.9% | $3,608+379.6% |
| Admin fee / account holder | $12,755 | $5,957+114.1% | $10,265+24.3% | $5,124+148.9% |