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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 | $190,043 | $89,364+112.7% | $141,173+34.6% | $72,986+160.4% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 21.16% | 111.86%-90.7pp | 71.40%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $4,963 | $3,115+59.3% | $4,735+4.8% | $2,440+103.4% |
| Participant deferral / active EE | $7,519 | $5,419+38.8% | $6,710+12.1% | $3,607+108.4% |
| Admin fee / account holder | $8,820 | $5,959+48.0% | $10,262-14.1% | $5,124+72.1% |