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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 | $121,215 | $81,331+49.0% | $155,534-22.1% | $80,935+49.8% |
| Participation rate | 91.1% | 66.3%+24.8pp | 78.2%+12.9pp | 67.7%+23.4pp |
| Annual return | 17.43% | 33.37%-15.9pp | 64.92%-47.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $7,212 | $3,105+132.3% | $4,675+54.3% | $2,757+161.6% |
| Participant deferral / active EE | $5,544 | $3,454+60.5% | $5,630-1.5% | $4,299+28.9% |
| Admin fee / account holder | $7,281 | $7,999-9.0% | $15,900-54.2% | $6,924+5.2% |