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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 | $196,729 | $89,367+120.1% | $141,191+39.3% | $72,975+169.6% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.5%+1.3pp | 69.5%+14.3pp |
| Annual return | 26.24% | 111.87%-85.6pp | 71.41%-45.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $4,951 | $3,115+59.0% | $4,736+4.5% | $2,440+102.9% |
| Participant deferral / active EE | $10,235 | $5,419+88.9% | $6,710+52.5% | $3,608+183.7% |
| Admin fee / account holder | $9,158 | $5,957+53.7% | $10,264-10.8% | $5,124+78.7% |