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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 | $115,911 | $81,331+42.5% | $155,534-25.5% | $80,935+43.2% |
| Participation rate | 88.6% | 66.3%+22.3pp | 78.2%+10.4pp | 67.7%+20.9pp |
| Annual return | 40.56% | 33.37%+7.2pp | 64.92%-24.4pp | 35.66%+4.9pp |
| Employer contribution / active EE | $5,480 | $3,105+76.5% | $4,675+17.2% | $2,757+98.8% |
| Participant deferral / active EE | $17,788 | $3,454+415.0% | $5,630+215.9% | $4,299+313.7% |
| Admin fee / account holder | $4,704 | $7,999-41.2% | $15,900-70.4% | $6,924-32.1% |