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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 | $208,172 | $77,638+168.1% | $156,551+33.0% | $62,881+231.1% |
| Participation rate | 88.2% | 71.2%+17.0pp | 84.0%+4.2pp | 69.3%+18.9pp |
| Annual return | 5.45% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $15,854 | $3,444+360.4% | $5,501+188.2% | $2,281+595.1% |
| Participant deferral / active EE | $10,718 | $3,046+251.9% | $4,871+120.0% | $3,203+234.6% |
| Admin fee / account holder | $25,006 | $5,561+349.6% | $13,028+91.9% | $4,296+482.1% |