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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 | $179,103 | $101,302+76.8% | $149,600+19.7% | $82,637+116.7% |
| Participation rate | 86.0% | 72.5%+13.5pp | 77.2%+8.8pp | 68.1%+17.9pp |
| Annual return | 20.82% | 21.39%-0.6pp | 129.59%-108.8pp | 53.51%-32.7pp |
| Employer contribution / active EE | $9,672 | $3,099+212.1% | $4,193+130.7% | $2,552+279.0% |
| Participant deferral / active EE | $12,849 | $5,589+129.9% | $7,203+78.4% | $4,126+211.4% |
| Admin fee / account holder | $11,302 | $8,449+33.8% | $13,963-19.1% | $7,339+54.0% |