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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 | $196,724 | $93,589+110.2% | $135,942+44.7% | $75,181+161.7% |
| Participation rate | 90.8% | 75.2%+15.6pp | 81.9%+8.9pp | 67.2%+23.6pp |
| Annual return | 20.67% | 30.90%-10.2pp | 68.28%-47.6pp | 160.69%-140.0pp |
| Employer contribution / active EE | $6,843 | $3,537+93.4% | $4,858+40.9% | $2,671+156.2% |
| Participant deferral / active EE | $11,076 | $6,405+72.9% | $7,759+42.7% | $4,126+168.4% |
| Admin fee / account holder | $8,072 | $6,977+15.7% | $10,764-25.0% | $5,650+42.9% |