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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 | $222,565 | $89,370+149.0% | $141,197+57.6% | $72,976+205.0% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 22.59% | 111.88%-89.3pp | 71.41%-48.8pp | 81.02%-58.4pp |
| Employer contribution / active EE | $4,811 | $3,115+54.5% | $4,736+1.6% | $2,440+97.2% |
| Participant deferral / active EE | $11,255 | $5,419+107.7% | $6,710+67.7% | $3,608+212.0% |
| Admin fee / account holder | $9,846 | $5,957+65.3% | $10,265-4.1% | $5,124+92.2% |