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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 | $173,204 | $89,370+93.8% | $141,197+22.7% | $72,976+137.3% |
| Participation rate | 95.7% | 75.1%+20.5pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 20.09% | 111.88%-91.8pp | 71.41%-51.3pp | 81.02%-60.9pp |
| Employer contribution / active EE | $3,632 | $3,115+16.6% | $4,736-23.3% | $2,440+48.9% |
| Participant deferral / active EE | $9,875 | $5,419+82.2% | $6,710+47.2% | $3,608+173.7% |
| Admin fee / account holder | $7,223 | $5,957+21.3% | $10,265-29.6% | $5,124+41.0% |