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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 | $221,005 | $89,367+147.3% | $141,191+56.5% | $72,975+202.8% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 21.70% | 111.87%-90.2pp | 71.41%-49.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $15,413 | $3,115+394.8% | $4,736+225.4% | $2,440+531.7% |
| Participant deferral / active EE | $11,085 | $5,419+104.6% | $6,710+65.2% | $3,608+207.3% |
| Admin fee / account holder | $20,857 | $5,957+250.1% | $10,264+103.2% | $5,124+307.0% |