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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 | $202,509 | $89,370+126.6% | $141,197+43.4% | $72,976+177.5% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 23.08% | 111.88%-88.8pp | 71.41%-48.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $4,114 | $3,115+32.1% | $4,736-13.1% | $2,440+68.6% |
| Participant deferral / active EE | $7,865 | $5,419+45.1% | $6,710+17.2% | $3,608+118.0% |
| Admin fee / account holder | $2,081 | $5,957-65.1% | $10,265-79.7% | $5,124-59.4% |