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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 | $124,550 | $77,908+59.9% | $149,696-16.8% | $75,173+65.7% |
| Participation rate | 97.1% | 65.6%+31.5pp | 78.8%+18.3pp | 67.2%+29.9pp |
| Annual return | 15.10% | 31.73%-16.6pp | 134.46%-119.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $6,347 | $3,138+102.3% | $4,821+31.6% | $2,671+137.6% |
| Participant deferral / active EE | $3,967 | $3,411+16.3% | $5,682-30.2% | $4,126-3.9% |
| Admin fee / account holder | $950 | $5,950-84.0% | $13,212-92.8% | $5,651-83.2% |