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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 | $122,054 | $64,324+89.7% | $118,914+2.6% | $79,856+52.8% |
| Participation rate | 92.7% | 64.9%+27.8pp | 75.4%+17.3pp | 69.6%+23.0pp |
| Annual return | 12.32% | 86.45%-74.1pp | 35.89%-23.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $6,098 | $1,836+232.1% | $3,264+86.8% | $2,471+146.7% |
| Participant deferral / active EE | $2,741 | $2,824-2.9% | $4,266-35.7% | $3,741-26.7% |
| Admin fee / account holder | $3,986 | $4,040-1.3% | $6,582-39.4% | $5,306-24.9% |