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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 | $118,148 | $54,763+115.7% | $90,324+30.8% | $72,976+61.9% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.3%+24.3pp | 69.5%+28.1pp |
| Annual return | 20.47% | 30.63%-10.2pp | 78.15%-57.7pp | 81.02%-60.5pp |
| Employer contribution / active EE | $6,652 | $2,093+217.8% | $2,856+132.9% | $2,440+172.6% |
| Participant deferral / active EE | $7,139 | $2,887+147.2% | $3,885+83.7% | $3,608+97.9% |
| Admin fee / account holder | $641 | $3,973-83.9% | $5,356-88.0% | $5,124-87.5% |