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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 | $222,954 | $89,364+149.5% | $141,177+57.9% | $72,983+205.5% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.7pp | 69.5%+23.7pp |
| Annual return | 21.41% | 111.86%-90.5pp | 71.40%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $6,801 | $3,115+118.3% | $4,736+43.6% | $2,440+178.7% |
| Participant deferral / active EE | $8,424 | $5,419+55.5% | $6,710+25.5% | $3,608+133.5% |
| Admin fee / account holder | $2,952 | $5,959-50.5% | $10,263-71.2% | $5,124-42.4% |