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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 | $229,298 | $89,370+156.6% | $141,197+62.4% | $72,976+214.2% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 23.80% | 111.88%-88.1pp | 71.41%-47.6pp | 81.02%-57.2pp |
| Employer contribution / active EE | $9,058 | $3,115+190.8% | $4,736+91.3% | $2,440+271.2% |
| Participant deferral / active EE | $7,704 | $5,419+42.2% | $6,710+14.8% | $3,608+113.6% |
| Admin fee / account holder | $945 | $5,957-84.1% | $10,265-90.8% | $5,124-81.6% |