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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 | $118,525 | $65,395+81.2% | $182,558-35.1% | $72,976+62.4% |
| Participation rate | 86.7% | 65.4%+21.2pp | 78.0%+8.7pp | 69.5%+17.2pp |
| Annual return | 24.70% | 27.68%-3.0pp | 148.59%-123.9pp | 81.02%-56.3pp |
| Employer contribution / active EE | $3,342 | $1,911+74.9% | $4,076-18.0% | $2,440+37.0% |
| Participant deferral / active EE | $9,119 | $3,563+155.9% | $5,526+65.0% | $3,608+152.8% |
| Admin fee / account holder | $5,902 | $4,245+39.0% | $8,594-31.3% | $5,124+15.2% |