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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 | $135,402 | $93,589+44.7% | $135,942-0.4% | $75,181+80.1% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 26.13% | 30.90%-4.8pp | 68.28%-42.1pp | 160.69%-134.6pp |
| Employer contribution / active EE | $9,230 | $3,537+160.9% | $4,858+90.0% | $2,671+245.6% |
| Participant deferral / active EE | $9,537 | $6,405+48.9% | $7,759+22.9% | $4,126+131.2% |
| Admin fee / account holder | $2,285 | $6,977-67.2% | $10,764-78.8% | $5,650-59.5% |