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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 | $119,918 | $77,920+53.9% | $149,723-19.9% | $75,177+59.5% |
| Participation rate | 85.3% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.1pp |
| Annual return | 18.80% | 31.72%-12.9pp | 134.50%-115.7pp | 160.75%-142.0pp |
| Employer contribution / active EE | $6,908 | $3,138+120.1% | $4,821+43.3% | $2,671+158.6% |
| Participant deferral / active EE | $5,316 | $3,411+55.8% | $5,682-6.4% | $4,126+28.8% |
| Admin fee / account holder | $3,103 | $5,951-47.8% | $13,215-76.5% | $5,651-45.1% |