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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 | $215,930 | $89,370+141.6% | $141,197+52.9% | $72,976+195.9% |
| Participation rate | 92.1% | 75.1%+17.0pp | 82.5%+9.6pp | 69.5%+22.6pp |
| Annual return | 21.63% | 111.88%-90.2pp | 71.41%-49.8pp | 81.02%-59.4pp |
| Employer contribution / active EE | $7,600 | $3,115+144.0% | $4,736+60.5% | $2,440+211.5% |
| Participant deferral / active EE | $10,425 | $5,419+92.4% | $6,710+55.4% | $3,608+189.0% |
| Admin fee / account holder | $51,698 | $5,957+767.9% | $10,265+403.6% | $5,124+908.9% |