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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 | $192,682 | $89,370+115.6% | $141,197+36.5% | $72,976+164.0% |
| Participation rate | 85.0% | 75.1%+9.9pp | 82.5%+2.5pp | 69.5%+15.5pp |
| Annual return | 19.60% | 111.88%-92.3pp | 71.41%-51.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $3,814 | $3,115+22.5% | $4,736-19.5% | $2,440+56.3% |
| Participant deferral / active EE | $9,227 | $5,419+70.3% | $6,710+37.5% | $3,608+155.7% |
| Admin fee / account holder | $14,209 | $5,957+138.5% | $10,265+38.4% | $5,124+177.3% |