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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 | $112,389 | $89,370+25.8% | $141,197-20.4% | $72,976+54.0% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 22.51% | 111.88%-89.4pp | 71.41%-48.9pp | 81.02%-58.5pp |
| Employer contribution / active EE | $3,722 | $3,115+19.5% | $4,736-21.4% | $2,440+52.5% |
| Participant deferral / active EE | $7,586 | $5,419+40.0% | $6,710+13.1% | $3,608+110.3% |
| Admin fee / account holder | $4,209 | $5,957-29.3% | $10,265-59.0% | $5,124-17.9% |