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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 | $120,876 | $84,236+43.5% | $170,435-29.1% | $70,126+72.4% |
| Participation rate | 90.3% | 70.8%+19.5pp | 83.6%+6.7pp | 69.5%+20.8pp |
| Annual return | 14.90% | 23.06%-8.2pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $9,137 | $3,387+169.8% | $5,432+68.2% | $2,343+290.1% |
| Participant deferral / active EE | $4,350 | $3,086+41.0% | $4,939-11.9% | $3,332+30.6% |
| Admin fee / account holder | $8,634 | $5,698+51.5% | $13,881-37.8% | $4,645+85.9% |