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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 | $189,299 | $89,364+111.8% | $141,177+34.1% | $72,983+159.4% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 21.16% | 111.86%-90.7pp | 71.40%-50.2pp | 81.01%-59.9pp |
| Employer contribution / active EE | $6,738 | $3,115+116.3% | $4,736+42.3% | $2,440+176.2% |
| Participant deferral / active EE | $9,655 | $5,419+78.2% | $6,710+43.9% | $3,608+167.6% |
| Admin fee / account holder | $3,065 | $5,959-48.6% | $10,263-70.1% | $5,124-40.2% |