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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 | $116,134 | $89,370+29.9% | $141,197-17.8% | $72,976+59.1% |
| Participation rate | 72.0% | 75.1%-3.1pp | 82.5%-10.5pp | 69.5%+2.5pp |
| Annual return | 43.61% | 111.88%-68.3pp | 71.41%-27.8pp | 81.02%-37.4pp |
| Employer contribution / active EE | $5,129 | $3,115+64.7% | $4,736+8.3% | $2,440+110.2% |
| Participant deferral / active EE | $6,075 | $5,419+12.1% | $6,710-9.5% | $3,608+68.4% |
| Admin fee / account holder | $1,592 | $5,957-73.3% | $10,265-84.5% | $5,124-68.9% |