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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 | $225,704 | $89,367+152.6% | $141,191+59.9% | $72,975+209.3% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 23.15% | 111.87%-88.7pp | 71.41%-48.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $5,706 | $3,115+83.2% | $4,736+20.5% | $2,440+133.9% |
| Participant deferral / active EE | $7,723 | $5,419+42.5% | $6,710+15.1% | $3,608+114.1% |
| Admin fee / account holder | $3,296 | $5,957-44.7% | $10,264-67.9% | $5,124-35.7% |