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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 | $142,329 | $89,367+59.3% | $141,191+0.8% | $72,975+95.0% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 20.44% | 111.87%-91.4pp | 71.41%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $4,055 | $3,115+30.2% | $4,736-14.4% | $2,440+66.2% |
| Participant deferral / active EE | $12,187 | $5,419+124.9% | $6,710+81.6% | $3,608+237.8% |
| Admin fee / account holder | $31,998 | $5,957+437.2% | $10,264+211.7% | $5,124+524.5% |