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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 | $132,269 | $109,359+20.9% | $162,177-18.4% | $72,975+81.3% |
| Participation rate | 81.6% | 84.3%-2.7pp | 87.6%-6.0pp | 69.5%+12.1pp |
| Annual return | 36.38% | 25.46%+10.9pp | 115.60%-79.2pp | 81.01%-44.6pp |
| Employer contribution / active EE | $7,992 | $3,907+104.5% | $5,613+42.4% | $2,440+227.5% |
| Participant deferral / active EE | $7,992 | $5,481+45.8% | $7,297+9.5% | $3,608+121.5% |
| Admin fee / account holder | $9,832 | $7,972+23.3% | $10,843-9.3% | $5,124+91.9% |