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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 | $163,642 | $89,364+83.1% | $141,177+15.9% | $72,983+124.2% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 30.76% | 111.86%-81.1pp | 71.40%-40.6pp | 81.01%-50.2pp |
| Employer contribution / active EE | $9,819 | $3,115+215.2% | $4,736+107.3% | $2,440+302.4% |
| Participant deferral / active EE | $12,804 | $5,419+136.3% | $6,710+90.8% | $3,608+254.9% |
| Admin fee / account holder | $7,925 | $5,959+33.0% | $10,263-22.8% | $5,124+54.7% |