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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 | $189,104 | $89,367+111.6% | $141,191+33.9% | $72,975+159.1% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 25.31% | 111.87%-86.6pp | 71.41%-46.1pp | 81.01%-55.7pp |
| Employer contribution / active EE | $9,866 | $3,115+216.7% | $4,736+108.3% | $2,440+304.3% |
| Participant deferral / active EE | $4,332 | $5,419-20.1% | $6,710-35.4% | $3,608+20.1% |
| Admin fee / account holder | $1,738 | $5,957-70.8% | $10,264-83.1% | $5,124-66.1% |