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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 | $142,669 | $89,367+59.6% | $141,191+1.0% | $72,975+95.5% |
| Participation rate | 75.9% | 75.1%+0.7pp | 82.5%-6.6pp | 69.5%+6.4pp |
| Annual return | 22.22% | 111.87%-89.6pp | 71.41%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $10,345 | $3,115+232.1% | $4,736+118.4% | $2,440+324.0% |
| Participant deferral / active EE | $3,132 | $5,419-42.2% | $6,710-53.3% | $3,608-13.2% |
| Admin fee / account holder | $5,310 | $5,957-10.9% | $10,264-48.3% | $5,124+3.6% |