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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 | $118,079 | $89,367+32.1% | $141,191-16.4% | $72,975+61.8% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 23.71% | 111.87%-88.2pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $7,006 | $3,115+124.9% | $4,736+47.9% | $2,440+187.1% |
| Participant deferral / active EE | $11,292 | $5,419+108.4% | $6,710+68.3% | $3,608+213.0% |
| Admin fee / account holder | $1,198 | $5,957-79.9% | $10,264-88.3% | $5,124-76.6% |