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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 | $141,046 | $89,370+57.8% | $141,197-0.1% | $72,976+93.3% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 23.87% | 111.88%-88.0pp | 71.41%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $9,666 | $3,115+210.3% | $4,736+104.1% | $2,440+296.1% |
| Participant deferral / active EE | $8,544 | $5,419+57.7% | $6,710+27.3% | $3,608+136.8% |
| Admin fee / account holder | $5,125 | $5,957-14.0% | $10,265-50.1% | $5,1240% |