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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 | $182,488 | $89,367+104.2% | $141,191+29.2% | $72,975+150.1% |
| Participation rate | 95.4% | 75.1%+20.3pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 22.80% | 111.87%-89.1pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $5,846 | $3,115+87.7% | $4,736+23.4% | $2,440+139.6% |
| Participant deferral / active EE | $12,334 | $5,419+127.6% | $6,710+83.8% | $3,608+241.9% |
| Admin fee / account holder | $2,569 | $5,957-56.9% | $10,264-75.0% | $5,124-49.9% |