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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 | $180,285 | $77,638+132.2% | $156,551+15.2% | $62,881+186.7% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 7.58% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $8,841 | $3,444+156.7% | $5,501+60.7% | $2,281+287.6% |
| Participant deferral / active EE | $6,098 | $3,046+100.2% | $4,871+25.2% | $3,203+90.4% |
| Admin fee / account holder | $31,363 | $5,561+463.9% | $13,028+140.7% | $4,296+630.1% |