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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 | $154,262 | $89,367+72.6% | $141,191+9.3% | $72,975+111.4% |
| Participation rate | 93.0% | 75.1%+17.8pp | 82.5%+10.5pp | 69.5%+23.5pp |
| Annual return | 22.53% | 111.87%-89.3pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $4,279 | $3,115+37.4% | $4,736-9.6% | $2,440+75.4% |
| Participant deferral / active EE | $7,552 | $5,419+39.4% | $6,710+12.5% | $3,608+109.3% |
| Admin fee / account holder | $22,009 | $5,957+269.5% | $10,264+114.4% | $5,124+329.5% |