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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 | $207,338 | $89,370+132.0% | $141,197+46.8% | $72,976+184.1% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 27.83% | 111.88%-84.0pp | 71.41%-43.6pp | 81.02%-53.2pp |
| Employer contribution / active EE | $4,654 | $3,115+49.4% | $4,736-1.7% | $2,440+90.7% |
| Participant deferral / active EE | $11,980 | $5,419+121.1% | $6,710+78.5% | $3,608+232.1% |
| Admin fee / account holder | $13,518 | $5,957+126.9% | $10,265+31.7% | $5,124+163.8% |