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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 | $93,053 | $77,638+19.9% | $156,551-40.6% | $62,881+48.0% |
| Participation rate | 82.6% | 71.2%+11.4pp | 84.0%-1.4pp | 69.3%+13.3pp |
| Annual return | 7.23% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $9,630 | $3,444+179.6% | $5,501+75.0% | $2,281+322.2% |
| Participant deferral / active EE | $5,310 | $3,046+74.3% | $4,871+9.0% | $3,203+65.8% |
| Admin fee / account holder | $21,163 | $5,561+280.5% | $13,028+62.4% | $4,296+392.6% |