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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 | $128,318 | $77,908+64.7% | $149,696-14.3% | $75,173+70.7% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 16.88% | 31.73%-14.8pp | 134.46%-117.6pp | 160.72%-143.8pp |
| Employer contribution / active EE | $7,945 | $3,138+153.2% | $4,821+64.8% | $2,671+197.5% |
| Participant deferral / active EE | $5,399 | $3,411+58.3% | $5,682-5.0% | $4,126+30.8% |
| Admin fee / account holder | $2,205 | $5,950-62.9% | $13,212-83.3% | $5,651-61.0% |