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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 | $109,543 | $77,638+41.1% | $156,551-30.0% | $62,881+74.2% |
| Participation rate | 95.5% | 71.2%+24.3pp | 84.0%+11.4pp | 69.3%+26.1pp |
| Annual return | 7.55% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $11,628 | $3,444+237.7% | $5,501+111.4% | $2,281+409.8% |
| Participant deferral / active EE | $1,355 | $3,046-55.5% | $4,871-72.2% | $3,203-57.7% |
| Admin fee / account holder | $2,729 | $5,561-50.9% | $13,028-79.1% | $4,296-36.5% |