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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 | $97,263 | $89,367+8.8% | $141,191-31.1% | $72,975+33.3% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+8.9pp | 69.5%+21.9pp |
| Annual return | 21.74% | 111.87%-90.1pp | 71.41%-49.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $7,055 | $3,115+126.5% | $4,736+49.0% | $2,440+189.1% |
| Participant deferral / active EE | $12,531 | $5,419+131.3% | $6,710+86.8% | $3,608+247.3% |
| Admin fee / account holder | $8,194 | $5,957+37.6% | $10,264-20.2% | $5,124+59.9% |