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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 | $149,530 | $89,370+67.3% | $141,197+5.9% | $72,976+104.9% |
| Participation rate | 87.9% | 75.1%+12.7pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 23.17% | 111.88%-88.7pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $6,443 | $3,115+106.8% | $4,736+36.0% | $2,440+164.0% |
| Participant deferral / active EE | $8,605 | $5,419+58.8% | $6,710+28.2% | $3,608+138.5% |
| Admin fee / account holder | $1,001 | $5,957-83.2% | $10,265-90.2% | $5,124-80.5% |