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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 | $129,803 | $77,638+67.2% | $156,551-17.1% | $62,881+106.4% |
| Participation rate | 97.9% | 71.2%+26.7pp | 84.0%+13.9pp | 69.3%+28.6pp |
| Annual return | 12.88% | 50.33%-37.4pp | 32.23%-19.3pp | 20.14%-7.3pp |
| Employer contribution / active EE | $6,082 | $3,444+76.6% | $5,501+10.6% | $2,281+166.6% |
| Participant deferral / active EE | $5,771 | $3,046+89.5% | $4,871+18.5% | $3,203+80.2% |
| Admin fee / account holder | $404 | $5,561-92.7% | $13,028-96.9% | $4,296-90.6% |