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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 | $137,494 | $89,367+53.9% | $141,191-2.6% | $72,975+88.4% |
| Participation rate | 83.9% | 75.1%+8.7pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 25.10% | 111.87%-86.8pp | 71.41%-46.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $4,288 | $3,115+37.7% | $4,736-9.4% | $2,440+75.8% |
| Participant deferral / active EE | $10,231 | $5,419+88.8% | $6,710+52.5% | $3,608+183.6% |
| Admin fee / account holder | $5,670 | $5,957-4.8% | $10,264-44.8% | $5,124+10.7% |