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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 | $190,672 | $77,638+145.6% | $156,551+21.8% | $62,881+203.2% |
| Participation rate | 92.2% | 71.2%+21.0pp | 84.0%+8.2pp | 69.3%+22.9pp |
| Annual return | 8.18% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $9,418 | $3,444+173.5% | $5,501+71.2% | $2,281+312.9% |
| Participant deferral / active EE | $6,202 | $3,046+103.6% | $4,871+27.3% | $3,203+93.6% |
| Admin fee / account holder | $12,207 | $5,561+119.5% | $13,028-6.3% | $4,296+184.2% |