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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 | $203,168 | $91,198+122.8% | $178,503+13.8% | $79,856+154.4% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 35.32% | 24.20%+11.1pp | 151.12%-115.8pp | 31.71%+3.6pp |
| Employer contribution / active EE | $6,222 | $3,257+91.0% | $5,011+24.2% | $2,471+151.8% |
| Participant deferral / active EE | $5,822 | $3,237+79.9% | $5,202+11.9% | $3,741+55.6% |
| Admin fee / account holder | $23,278 | $6,748+245.0% | $13,987+66.4% | $5,306+338.7% |