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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 | $126,445 | $89,370+41.5% | $141,197-10.4% | $72,976+73.3% |
| Participation rate | 97.4% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 22.93% | 111.88%-89.0pp | 71.41%-48.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $6,189 | $3,115+98.7% | $4,736+30.7% | $2,440+153.6% |
| Participant deferral / active EE | $7,491 | $5,419+38.2% | $6,710+11.6% | $3,608+107.6% |
| Admin fee / account holder | $6,869 | $5,957+15.3% | $10,265-33.1% | $5,124+34.1% |