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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 | $219,860 | $89,370+146.0% | $141,197+55.7% | $72,976+201.3% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 23.14% | 111.88%-88.7pp | 71.41%-48.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $4,775 | $3,115+53.3% | $4,736+0.8% | $2,440+95.7% |
| Participant deferral / active EE | $14,173 | $5,419+161.6% | $6,710+111.2% | $3,608+292.9% |
| Admin fee / account holder | $7,240 | $5,957+21.5% | $10,265-29.5% | $5,124+41.3% |