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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 | $176,867 | $89,367+97.9% | $141,191+25.3% | $72,975+142.4% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 24.51% | 111.87%-87.4pp | 71.41%-46.9pp | 81.01%-56.5pp |
| Employer contribution / active EE | $9,484 | $3,115+204.5% | $4,736+100.2% | $2,440+288.7% |
| Participant deferral / active EE | $6,759 | $5,419+24.7% | $6,710+0.7% | $3,608+87.3% |
| Admin fee / account holder | $12,554 | $5,957+110.8% | $10,264+22.3% | $5,124+145.0% |