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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 | $228,786 | $89,370+156.0% | $141,197+62.0% | $72,976+213.5% |
| Participation rate | 97.0% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 19.81% | 111.88%-92.1pp | 71.41%-51.6pp | 81.02%-61.2pp |
| Employer contribution / active EE | $6,586 | $3,115+111.4% | $4,736+39.1% | $2,440+169.9% |
| Participant deferral / active EE | $9,330 | $5,419+72.2% | $6,710+39.0% | $3,608+158.6% |
| Admin fee / account holder | $1,390 | $5,957-76.7% | $10,265-86.5% | $5,124-72.9% |