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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 | $197,409 | $89,367+120.9% | $141,191+39.8% | $72,975+170.5% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 22.35% | 111.87%-89.5pp | 71.41%-49.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $4,344 | $3,115+39.5% | $4,736-8.3% | $2,440+78.0% |
| Participant deferral / active EE | $7,512 | $5,419+38.6% | $6,710+11.9% | $3,608+108.2% |
| Admin fee / account holder | $18,733 | $5,957+214.5% | $10,264+82.5% | $5,124+265.6% |