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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 | $81,235 | $77,638+4.6% | $156,551-48.1% | $62,881+29.2% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 7.74% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $7,170 | $3,444+108.2% | $5,501+30.3% | $2,281+214.4% |
| Participant deferral / active EE | $4,440 | $3,046+45.8% | $4,871-8.8% | $3,203+38.6% |
| Admin fee / account holder | $6,573 | $5,561+18.2% | $13,028-49.5% | $4,296+53.0% |