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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 | $239,573 | $89,367+168.1% | $141,191+69.7% | $72,975+228.3% |
| Participation rate | 95.8% | 75.1%+20.7pp | 82.5%+13.4pp | 69.5%+26.3pp |
| Annual return | 20.82% | 111.87%-91.0pp | 71.41%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $9,165 | $3,115+194.2% | $4,736+93.5% | $2,440+275.6% |
| Participant deferral / active EE | $6,455 | $5,419+19.1% | $6,710-3.8% | $3,608+78.9% |
| Admin fee / account holder | $4,204 | $5,957-29.4% | $10,264-59.0% | $5,124-18.0% |