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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 | $193,676 | $89,367+116.7% | $141,191+37.2% | $72,975+165.4% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.2pp | 69.5%+29.1pp |
| Annual return | 20.63% | 111.87%-91.2pp | 71.41%-50.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $5,109 | $3,115+64.0% | $4,736+7.9% | $2,440+109.4% |
| Participant deferral / active EE | $8,047 | $5,419+48.5% | $6,710+19.9% | $3,608+123.1% |
| Admin fee / account holder | $10,446 | $5,957+75.4% | $10,264+1.8% | $5,124+103.9% |