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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 | $169,018 | $89,370+89.1% | $141,197+19.7% | $72,976+131.6% |
| Participation rate | 91.2% | 75.1%+16.0pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 22.37% | 111.88%-89.5pp | 71.41%-49.0pp | 81.02%-58.6pp |
| Employer contribution / active EE | $4,801 | $3,115+54.1% | $4,736+1.4% | $2,440+96.8% |
| Participant deferral / active EE | $12,286 | $5,419+126.7% | $6,710+83.1% | $3,608+240.5% |
| Admin fee / account holder | $23,663 | $5,957+297.3% | $10,265+130.5% | $5,124+361.8% |