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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 | $245,197 | $89,370+174.4% | $141,197+73.7% | $72,976+236.0% |
| Participation rate | 95.9% | 75.1%+20.8pp | 82.5%+13.4pp | 69.5%+26.4pp |
| Annual return | 26.19% | 111.88%-85.7pp | 71.41%-45.2pp | 81.02%-54.8pp |
| Employer contribution / active EE | $8,163 | $3,115+162.1% | $4,736+72.4% | $2,440+234.6% |
| Participant deferral / active EE | $8,213 | $5,419+51.6% | $6,710+22.4% | $3,608+127.6% |
| Admin fee / account holder | $11,489 | $5,957+92.9% | $10,265+11.9% | $5,124+124.2% |