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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 | $134,187 | $89,259+50.3% | $107,187+25.2% | $82,637+62.4% |
| Participation rate | 88.2% | 67.9%+20.3pp | 75.0%+13.2pp | 68.1%+20.2pp |
| Annual return | 15.15% | 21.02%-5.9pp | 204.55%-189.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $7,241 | $3,080+135.1% | $3,782+91.4% | $2,552+183.7% |
| Participant deferral / active EE | $7,727 | $4,037+91.4% | $5,096+51.6% | $4,126+87.3% |
| Admin fee / account holder | $1,822 | $7,381-75.3% | $9,162-80.1% | $7,339-75.2% |