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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 | $116,650 | $89,367+30.5% | $141,191-17.4% | $72,975+59.8% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 22.72% | 111.87%-89.1pp | 71.41%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $5,728 | $3,115+83.9% | $4,736+20.9% | $2,440+134.7% |
| Participant deferral / active EE | $12,301 | $5,419+127.0% | $6,710+83.3% | $3,608+241.0% |
| Admin fee / account holder | $5,813 | $5,957-2.4% | $10,264-43.4% | $5,124+13.4% |