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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 | $122,232 | $89,370+36.8% | $141,197-13.4% | $72,976+67.5% |
| Participation rate | 91.2% | 75.1%+16.0pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 20.51% | 111.88%-91.4pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $3,275 | $3,115+5.1% | $4,736-30.9% | $2,440+34.2% |
| Participant deferral / active EE | $9,016 | $5,419+66.4% | $6,710+34.4% | $3,608+149.9% |
| Admin fee / account holder | $8,709 | $5,957+46.2% | $10,265-15.2% | $5,124+70.0% |