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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 | $172,113 | $89,370+92.6% | $141,197+21.9% | $72,976+135.8% |
| Participation rate | 91.3% | 75.1%+16.1pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 40.21% | 111.88%-71.7pp | 71.41%-31.2pp | 81.02%-40.8pp |
| Employer contribution / active EE | $6,220 | $3,115+99.7% | $4,736+31.3% | $2,440+154.9% |
| Participant deferral / active EE | $8,900 | $5,419+64.2% | $6,710+32.6% | $3,608+146.7% |
| Admin fee / account holder | $35,483 | $5,957+495.7% | $10,265+245.7% | $5,124+592.5% |