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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 | $68,852+61.5% | $120,524-7.7% | $80,925+37.4% |
| Participation rate | 85.3% | 61.6%+23.7pp | 71.9%+13.4pp | 67.7%+17.6pp |
| Annual return | 11.67% | 23.67%-12.0pp | 107.36%-95.7pp | 35.65%-24.0pp |
| Employer contribution / active EE | $3,750 | $2,063+81.7% | $3,469+8.1% | $2,756+36.0% |
| Participant deferral / active EE | $8,800 | $3,187+176.2% | $4,994+76.2% | $4,299+104.7% |
| Admin fee / account holder | $12,404 | $5,781+114.6% | $9,440+31.4% | $6,940+78.7% |