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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 | $226,759 | $89,370+153.7% | $141,197+60.6% | $72,976+210.7% |
| Participation rate | 89.4% | 75.1%+14.2pp | 82.5%+6.9pp | 69.5%+19.9pp |
| Annual return | 19.70% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $5,332 | $3,115+71.2% | $4,736+12.6% | $2,440+118.5% |
| Participant deferral / active EE | $4,328 | $5,419-20.1% | $6,710-35.5% | $3,608+20.0% |
| Admin fee / account holder | $21,225 | $5,957+256.3% | $10,265+106.8% | $5,124+314.2% |