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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 | $233,176 | $89,367+160.9% | $141,191+65.1% | $72,975+219.5% |
| Participation rate | 81.6% | 75.1%+6.5pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 21.46% | 111.87%-90.4pp | 71.41%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $10,267 | $3,115+229.6% | $4,736+116.8% | $2,440+320.8% |
| Participant deferral / active EE | $8,867 | $5,419+63.6% | $6,710+32.1% | $3,608+145.8% |
| Admin fee / account holder | $8,343 | $5,957+40.1% | $10,264-18.7% | $5,124+62.8% |