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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 | $247,265 | $89,370+176.7% | $141,197+75.1% | $72,976+238.8% |
| Participation rate | 88.1% | 75.1%+12.9pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 25.69% | 111.88%-86.2pp | 71.41%-45.7pp | 81.02%-55.3pp |
| Employer contribution / active EE | $7,167 | $3,115+130.1% | $4,736+51.3% | $2,440+193.7% |
| Participant deferral / active EE | $5,944 | $5,419+9.7% | $6,710-11.4% | $3,608+64.7% |
| Admin fee / account holder | $24,378 | $5,957+309.3% | $10,265+137.5% | $5,124+375.7% |