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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 | $176,012 | $77,638+126.7% | $156,551+12.4% | $62,881+179.9% |
| Participation rate | 90.0% | 71.2%+18.8pp | 84.0%+6.0pp | 69.3%+20.7pp |
| Annual return | 7.33% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $8,849 | $3,444+156.9% | $5,501+60.8% | $2,281+287.9% |
| Participant deferral / active EE | $5,609 | $3,046+84.2% | $4,871+15.2% | $3,203+75.1% |
| Admin fee / account holder | $6,499 | $5,561+16.9% | $13,028-50.1% | $4,296+51.3% |