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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 | $143,071 | $89,367+60.1% | $141,191+1.3% | $72,975+96.1% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.2pp |
| Annual return | 24.12% | 111.87%-87.7pp | 71.41%-47.3pp | 81.01%-56.9pp |
| Employer contribution / active EE | $8,181 | $3,115+162.6% | $4,736+72.7% | $2,440+235.3% |
| Participant deferral / active EE | $12,262 | $5,419+126.3% | $6,710+82.7% | $3,608+239.9% |
| Admin fee / account holder | $6,205 | $5,957+4.2% | $10,264-39.6% | $5,124+21.1% |