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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 | $139,221 | $76,407+82.2% | $150,298-7.4% | $82,448+68.9% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 28.55% | 39.99%-11.4pp | 62.79%-34.2pp | 41.64%-13.1pp |
| Employer contribution / active EE | $10,719 | $2,614+310.0% | $4,154+158.0% | $2,551+320.2% |
| Participant deferral / active EE | $7,110 | $3,214+121.2% | $5,453+30.4% | $4,139+71.8% |
| Admin fee / account holder | $2,796 | $6,352-56.0% | $14,116-80.2% | $7,234-61.3% |