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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 | $139,012 | $77,638+79.1% | $156,551-11.2% | $62,881+121.1% |
| Participation rate | 90.5% | 71.2%+19.3pp | 84.0%+6.5pp | 69.3%+21.2pp |
| Annual return | 7.97% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $7,879 | $3,444+128.8% | $5,501+43.2% | $2,281+245.4% |
| Participant deferral / active EE | $5,906 | $3,046+93.9% | $4,871+21.2% | $3,203+84.4% |
| Admin fee / account holder | $3,297 | $5,561-40.7% | $13,028-74.7% | $4,296-23.3% |