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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 | $123,730 | $77,638+59.4% | $156,551-21.0% | $62,881+96.8% |
| Participation rate | 95.0% | 71.2%+23.8pp | 84.0%+11.0pp | 69.3%+25.7pp |
| Annual return | 7.23% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $11,138 | $3,444+223.4% | $5,501+102.5% | $2,281+388.3% |
| Participant deferral / active EE | $7,560 | $3,046+148.2% | $4,871+55.2% | $3,203+136.0% |
| Admin fee / account holder | $13,592 | $5,561+144.4% | $13,028+4.3% | $4,296+216.4% |