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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 | $81,276+42.6% | $155,574-25.5% | $80,925+43.2% |
| Participation rate | 88.6% | 66.2%+22.3pp | 78.2%+10.4pp | 67.7%+20.9pp |
| Annual return | 40.56% | 33.36%+7.2pp | 64.87%-24.3pp | 35.65%+4.9pp |
| Employer contribution / active EE | $5,480 | $3,103+76.6% | $4,676+17.2% | $2,756+98.8% |
| Participant deferral / active EE | $17,788 | $3,453+415.2% | $5,629+216.0% | $4,299+313.8% |
| Admin fee / account holder | $4,704 | $7,993-41.2% | $15,914-70.4% | $6,940-32.2% |