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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 | $135,459 | $89,370+51.6% | $141,197-4.1% | $72,976+85.6% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 28.17% | 111.88%-83.7pp | 71.41%-43.2pp | 81.02%-52.8pp |
| Employer contribution / active EE | $9,013 | $3,115+189.4% | $4,736+90.3% | $2,440+269.4% |
| Participant deferral / active EE | $8,715 | $5,419+60.8% | $6,710+29.9% | $3,608+141.6% |
| Admin fee / account holder | $304 | $5,957-94.9% | $10,265-97.0% | $5,124-94.1% |