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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 | $154,929 | $77,638+99.6% | $156,551-1.0% | $62,881+146.4% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 8.62% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $7,775 | $3,444+125.8% | $5,501+41.3% | $2,281+240.9% |
| Participant deferral / active EE | $4,775 | $3,046+56.8% | $4,871-2.0% | $3,203+49.1% |
| Admin fee / account holder | $4,109 | $5,561-26.1% | $13,028-68.5% | $4,296-4.3% |