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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 | $108,505 | $77,638+39.8% | $156,551-30.7% | $62,881+72.6% |
| Participation rate | 93.1% | 71.2%+21.9pp | 84.0%+9.1pp | 69.3%+23.8pp |
| Annual return | 8.26% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $8,575 | $3,444+149.0% | $5,501+55.9% | $2,281+275.9% |
| Participant deferral / active EE | $3,506 | $3,046+15.1% | $4,871-28.0% | $3,203+9.5% |
| Admin fee / account holder | $1,349 | $5,561-75.7% | $13,028-89.6% | $4,296-68.6% |