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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 | $148,762 | $89,370+66.5% | $141,197+5.4% | $72,976+103.9% |
| Participation rate | 94.2% | 75.1%+19.1pp | 82.5%+11.8pp | 69.5%+24.7pp |
| Annual return | 22.05% | 111.88%-89.8pp | 71.41%-49.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $8,911 | $3,115+186.1% | $4,736+88.2% | $2,440+265.2% |
| Participant deferral / active EE | $7,556 | $5,419+39.4% | $6,710+12.6% | $3,608+109.4% |
| Admin fee / account holder | $10,793 | $5,957+81.2% | $10,265+5.1% | $5,124+110.6% |