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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 | $111,286 | $77,638+43.3% | $156,551-28.9% | $62,881+77.0% |
| Participation rate | 84.3% | 71.2%+13.1pp | 84.0%+0.3pp | 69.3%+15.0pp |
| Annual return | 9.60% | 50.33%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $9,092 | $3,444+164.0% | $5,501+65.3% | $2,281+298.6% |
| Participant deferral / active EE | $9,135 | $3,046+199.9% | $4,871+87.5% | $3,203+185.2% |
| Admin fee / account holder | $1,272 | $5,561-77.1% | $13,028-90.2% | $4,296-70.4% |