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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 | $105,111 | $89,367+17.6% | $141,191-25.6% | $72,975+44.0% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.7pp | 69.5%+20.7pp |
| Annual return | 20.37% | 111.87%-91.5pp | 71.41%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $3,670 | $3,115+17.8% | $4,736-22.5% | $2,440+50.4% |
| Participant deferral / active EE | $8,404 | $5,419+55.1% | $6,710+25.2% | $3,608+132.9% |
| Admin fee / account holder | $11,708 | $5,957+96.6% | $10,264+14.1% | $5,124+128.5% |