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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 | $131,469 | $77,638+69.3% | $156,551-16.0% | $62,881+109.1% |
| Participation rate | 90.9% | 71.2%+19.7pp | 84.0%+6.9pp | 69.3%+21.6pp |
| Annual return | 5.38% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $8,324 | $3,444+141.7% | $5,501+51.3% | $2,281+264.9% |
| Participant deferral / active EE | $11,137 | $3,046+265.7% | $4,871+128.6% | $3,203+247.7% |
| Admin fee / account holder | $2,314 | $5,561-58.4% | $13,028-82.2% | $4,296-46.1% |