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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 | $110,752 | $91,167+21.5% | $178,498-38.0% | $79,858+38.7% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 18.01% | 24.19%-6.2pp | 151.09%-133.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $7,311 | $3,255+124.6% | $5,011+45.9% | $2,471+195.9% |
| Participant deferral / active EE | $13,053 | $3,236+303.4% | $5,202+150.9% | $3,740+249.0% |
| Admin fee / account holder | $3,275 | $6,747-51.5% | $13,985-76.6% | $5,306-38.3% |