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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 | $135,102 | $89,259+51.4% | $107,187+26.0% | $82,637+63.5% |
| Participation rate | 80.8% | 67.9%+12.8pp | 75.0%+5.7pp | 68.1%+12.7pp |
| Annual return | 18.28% | 21.02%-2.7pp | 204.55%-186.3pp | 53.51%-35.2pp |
| Employer contribution / active EE | $4,945 | $3,080+60.5% | $3,782+30.7% | $2,552+93.8% |
| Participant deferral / active EE | $8,579 | $4,037+112.5% | $5,096+68.4% | $4,126+107.9% |
| Admin fee / account holder | $2,730 | $7,381-63.0% | $9,162-70.2% | $7,339-62.8% |