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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 | $212,498 | $106,749+99.1% | $145,433+46.1% | $82,448+157.7% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 15.20% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $9,035 | $3,444+162.3% | $4,554+98.4% | $2,551+254.2% |
| Participant deferral / active EE | $10,826 | $6,519+66.1% | $7,897+37.1% | $4,139+161.6% |
| Admin fee / account holder | $52,093 | $8,390+520.9% | $13,129+296.8% | $7,234+620.1% |