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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 | $99,220 | $78,705+26.1% | $117,860-15.8% | $70,124+41.5% |
| Participation rate | 75.3% | 73.2%+2.1pp | 79.7%-4.4pp | 69.5%+5.7pp |
| Annual return | 31.07% | 23.30%+7.8pp | 335.10%-304.0pp | 73.14%-42.1pp |
| Employer contribution / active EE | $5,579 | $2,223+150.9% | $3,786+47.3% | $2,342+138.2% |
| Participant deferral / active EE | $7,147 | $3,297+116.7% | $4,482+59.5% | $3,332+114.5% |
| Admin fee / account holder | $2,835 | $5,065-44.0% | $8,021-64.6% | $4,645-39.0% |