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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 | $222,684 | $89,370+149.2% | $141,197+57.7% | $72,976+205.1% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 19.28% | 111.88%-92.6pp | 71.41%-52.1pp | 81.02%-61.7pp |
| Employer contribution / active EE | $5,959 | $3,115+91.3% | $4,736+25.8% | $2,440+144.2% |
| Participant deferral / active EE | $6,917 | $5,419+27.7% | $6,710+3.1% | $3,608+91.7% |
| Admin fee / account holder | $35,074 | $5,957+488.8% | $10,265+241.7% | $5,124+584.5% |