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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 | $111,224 | $68,880+61.5% | $120,580-7.8% | $80,959+37.4% |
| Participation rate | 85.3% | 61.7%+23.6pp | 72.0%+13.3pp | 67.7%+17.6pp |
| Annual return | 11.67% | 23.68%-12.0pp | 107.48%-95.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $3,750 | $2,066+81.5% | $3,469+8.1% | $2,757+36.0% |
| Participant deferral / active EE | $8,800 | $3,191+175.8% | $4,995+76.2% | $4,300+104.6% |
| Admin fee / account holder | $12,404 | $5,785+114.4% | $9,418+31.7% | $6,925+79.1% |