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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 | $137,645 | $88,360+55.8% | $145,433-5.4% | $67,986+102.5% |
| Participation rate | 87.9% | 65.5%+22.4pp | 82.1%+5.8pp | 57.2%+30.7pp |
| Annual return | 15.89% | 63.15%-47.3pp | 66.58%-50.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $6,799 | $3,054+122.6% | $4,554+49.3% | $2,019+236.8% |
| Participant deferral / active EE | $10,396 | $5,932+75.2% | $7,897+31.6% | $3,358+209.6% |
| Admin fee / account holder | $1,241 | $3,313-62.6% | $13,129-90.6% | $3,203-61.3% |