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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 | $125,841 | $89,370+40.8% | $141,197-10.9% | $72,976+72.4% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 21.70% | 111.88%-90.2pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $7,285 | $3,115+133.9% | $4,736+53.8% | $2,440+198.5% |
| Participant deferral / active EE | $9,731 | $5,419+79.6% | $6,710+45.0% | $3,608+169.7% |
| Admin fee / account holder | $4,441 | $5,957-25.4% | $10,265-56.7% | $5,124-13.3% |