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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 | $144,741 | $91,179+58.7% | $178,499-18.9% | $79,852+81.3% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 19.98% | 24.19%-4.2pp | 151.10%-131.1pp | 31.72%-11.7pp |
| Employer contribution / active EE | $8,948 | $3,256+174.8% | $5,011+78.6% | $2,471+262.1% |
| Participant deferral / active EE | $6,042 | $3,236+86.7% | $5,202+16.1% | $3,740+61.5% |
| Admin fee / account holder | $1,735 | $6,749-74.3% | $13,986-87.6% | $5,306-67.3% |