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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 | $175,383 | $89,370+96.2% | $141,197+24.2% | $72,976+140.3% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 21.78% | 111.88%-90.1pp | 71.41%-49.6pp | 81.02%-59.2pp |
| Employer contribution / active EE | $9,676 | $3,115+210.6% | $4,736+104.3% | $2,440+296.5% |
| Participant deferral / active EE | $3,071 | $5,419-43.3% | $6,710-54.2% | $3,608-14.9% |
| Admin fee / account holder | $7,047 | $5,957+18.3% | $10,265-31.4% | $5,124+37.5% |