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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 | $107,734 | $54,763+96.7% | $90,324+19.3% | $72,976+47.6% |
| Participation rate | 92.7% | 65.2%+27.5pp | 73.3%+19.4pp | 69.5%+23.2pp |
| Annual return | 25.34% | 30.63%-5.3pp | 78.15%-52.8pp | 81.02%-55.7pp |
| Employer contribution / active EE | $4,496 | $2,093+114.8% | $2,856+57.4% | $2,440+84.2% |
| Participant deferral / active EE | $8,335 | $2,887+188.7% | $3,885+114.5% | $3,608+131.0% |
| Admin fee / account holder | $1,113 | $3,973-72.0% | $5,356-79.2% | $5,124-78.3% |