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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 | $172,145 | $89,370+92.6% | $141,197+21.9% | $72,976+135.9% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 23.64% | 111.88%-88.2pp | 71.41%-47.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $7,892 | $3,115+153.4% | $4,736+66.6% | $2,440+223.4% |
| Participant deferral / active EE | $11,923 | $5,419+120.0% | $6,710+77.7% | $3,608+230.5% |
| Admin fee / account holder | $6,227 | $5,957+4.5% | $10,265-39.3% | $5,124+21.5% |