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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 | $177,859 | $89,364+99.0% | $141,173+26.0% | $72,986+143.7% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 22.45% | 111.86%-89.4pp | 71.40%-49.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $11,367 | $3,115+264.9% | $4,735+140.0% | $2,440+365.9% |
| Participant deferral / active EE | $9,553 | $5,419+76.3% | $6,710+42.4% | $3,607+164.8% |
| Admin fee / account holder | $2,601 | $5,959-56.3% | $10,262-74.7% | $5,124-49.2% |