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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 | $130,926 | $89,370+46.5% | $141,197-7.3% | $72,976+79.4% |
| Participation rate | 91.2% | 75.1%+16.0pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 21.31% | 111.88%-90.6pp | 71.41%-50.1pp | 81.02%-59.7pp |
| Employer contribution / active EE | $7,725 | $3,115+148.0% | $4,736+63.1% | $2,440+216.6% |
| Participant deferral / active EE | $5,856 | $5,419+8.1% | $6,710-12.7% | $3,608+62.3% |
| Admin fee / account holder | $8,961 | $5,957+50.4% | $10,265-12.7% | $5,124+74.9% |