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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 | $113,416 | $89,370+26.9% | $141,197-19.7% | $72,976+55.4% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 22.99% | 111.88%-88.9pp | 71.41%-48.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $6,496 | $3,115+108.5% | $4,736+37.2% | $2,440+166.2% |
| Participant deferral / active EE | $7,416 | $5,419+36.9% | $6,710+10.5% | $3,608+105.5% |
| Admin fee / account holder | $1,436 | $5,957-75.9% | $10,265-86.0% | $5,124-72.0% |