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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 | $129,209 | $65,395+97.6% | $182,540-29.2% | $72,975+77.1% |
| Participation rate | 81.8% | 65.4%+16.4pp | 78.0%+3.8pp | 69.5%+12.3pp |
| Annual return | 27.96% | 27.68%+0.3pp | 148.58%-120.6pp | 81.01%-53.1pp |
| Employer contribution / active EE | $4,134 | $1,911+116.3% | $4,076+1.4% | $2,440+69.4% |
| Participant deferral / active EE | $9,227 | $3,563+159.0% | $5,525+67.0% | $3,608+155.8% |
| Admin fee / account holder | $1,956 | $4,245-53.9% | $8,593-77.2% | $5,124-61.8% |