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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 | $111,632 | $89,370+24.9% | $141,197-20.9% | $72,976+53.0% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 25.27% | 111.88%-86.6pp | 71.41%-46.1pp | 81.02%-55.7pp |
| Employer contribution / active EE | $6,343 | $3,115+103.6% | $4,736+33.9% | $2,440+160.0% |
| Participant deferral / active EE | $9,458 | $5,419+74.5% | $6,710+40.9% | $3,608+162.2% |
| Admin fee / account holder | $1,296 | $5,957-78.2% | $10,265-87.4% | $5,124-74.7% |