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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 | $211,499 | $89,370+136.7% | $141,197+49.8% | $72,976+189.8% |
| Participation rate | 88.7% | 75.1%+13.6pp | 82.5%+6.2pp | 69.5%+19.2pp |
| Annual return | 21.94% | 111.88%-89.9pp | 71.41%-49.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $7,219 | $3,115+131.8% | $4,736+52.4% | $2,440+195.9% |
| Participant deferral / active EE | $6,987 | $5,419+28.9% | $6,710+4.1% | $3,608+93.7% |
| Admin fee / account holder | $11,590 | $5,957+94.6% | $10,265+12.9% | $5,124+126.2% |