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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 | $154,450 | $89,370+72.8% | $141,197+9.4% | $72,976+111.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 19.71% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $11,385 | $3,115+265.5% | $4,736+140.4% | $2,440+366.6% |
| Participant deferral / active EE | $12,095 | $5,419+123.2% | $6,710+80.3% | $3,608+235.3% |
| Admin fee / account holder | $29,901 | $5,957+402.0% | $10,265+191.3% | $5,124+483.5% |