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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 | $121,250 | $78,197+55.1% | $98,090+23.6% | $82,637+46.7% |
| Participation rate | 88.9% | 77.5%+11.4pp | 81.5%+7.3pp | 68.1%+20.8pp |
| Annual return | 18.97% | 40.25%-21.3pp | 37.05%-18.1pp | 53.51%-34.5pp |
| Employer contribution / active EE | $4,944 | $2,605+89.8% | $3,606+37.1% | $2,552+93.7% |
| Participant deferral / active EE | $11,697 | $6,636+76.3% | $7,845+49.1% | $4,126+183.5% |
| Admin fee / account holder | $3,055 | $14,832-79.4% | $11,815-74.1% | $7,339-58.4% |