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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 | $151,135 | $100,003+51.1% | $146,685+3.0% | $85,856+76.0% |
| Participation rate | 92.0% | 73.1%+18.9pp | 80.1%+11.9pp | 69.3%+22.7pp |
| Annual return | 20.09% | 18.93%+1.2pp | 22.75%-2.7pp | 318.58%-298.5pp |
| Employer contribution / active EE | $8,048 | $2,559+214.5% | $4,137+94.5% | $2,565+213.7% |
| Participant deferral / active EE | $9,255 | $4,006+131.0% | $5,507+68.1% | $3,952+134.2% |
| Admin fee / account holder | $41,585 | $7,704+439.8% | $10,281+304.5% | $6,261+564.2% |