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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 | $225,111 | $89,370+151.9% | $141,197+59.4% | $72,976+208.5% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 22.68% | 111.88%-89.2pp | 71.41%-48.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $3,832 | $3,115+23.0% | $4,736-19.1% | $2,440+57.0% |
| Participant deferral / active EE | $8,891 | $5,419+64.1% | $6,710+32.5% | $3,608+146.4% |
| Admin fee / account holder | $26,351 | $5,957+342.4% | $10,265+156.7% | $5,124+414.3% |