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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 | $112,595 | $83,485+34.9% | $125,195-10.1% | $72,976+54.3% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 53.95% | 25.77%+28.2pp | 43.79%+10.2pp | 81.02%-27.1pp |
| Employer contribution / active EE | $7,317 | $2,346+211.9% | $3,866+89.3% | $2,440+199.9% |
| Participant deferral / active EE | $7,194 | $3,586+100.6% | $4,937+45.7% | $3,608+99.4% |
| Admin fee / account holder | $9,456 | $5,518+71.4% | $9,704-2.6% | $5,124+84.5% |