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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 | $172,536 | $89,367+93.1% | $141,191+22.2% | $72,975+136.4% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 23.74% | 111.87%-88.1pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $9,334 | $3,115+199.7% | $4,736+97.1% | $2,440+282.5% |
| Participant deferral / active EE | $11,101 | $5,419+104.9% | $6,710+65.4% | $3,608+207.7% |
| Admin fee / account holder | $10,709 | $5,957+79.8% | $10,264+4.3% | $5,124+109.0% |