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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 | $217,704 | $89,367+143.6% | $141,191+54.2% | $72,975+198.3% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 21.14% | 111.87%-90.7pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $6,678 | $3,115+114.4% | $4,736+41.0% | $2,440+173.7% |
| Participant deferral / active EE | $5,935 | $5,419+9.5% | $6,710-11.6% | $3,608+64.5% |
| Admin fee / account holder | $5,363 | $5,957-10.0% | $10,264-47.7% | $5,124+4.7% |