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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 | $216,207 | $89,367+141.9% | $141,191+53.1% | $72,975+196.3% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+8.9pp | 69.5%+21.9pp |
| Annual return | 20.78% | 111.87%-91.1pp | 71.41%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $8,191 | $3,115+163.0% | $4,736+72.9% | $2,440+235.7% |
| Participant deferral / active EE | $6,019 | $5,419+11.1% | $6,710-10.3% | $3,608+66.8% |
| Admin fee / account holder | $6,247 | $5,957+4.9% | $10,264-39.1% | $5,124+21.9% |