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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 | $81,276+49.1% | $155,574-22.1% | $80,925+49.8% |
| Participation rate | 91.1% | 66.2%+24.8pp | 78.2%+12.9pp | 67.7%+23.4pp |
| Annual return | 17.43% | 33.36%-15.9pp | 64.87%-47.4pp | 35.65%-18.2pp |
| Employer contribution / active EE | $7,212 | $3,103+132.4% | $4,676+54.2% | $2,756+161.7% |
| Participant deferral / active EE | $5,544 | $3,453+60.6% | $5,629-1.5% | $4,299+29.0% |
| Admin fee / account holder | $7,281 | $7,993-8.9% | $15,914-54.2% | $6,940+4.9% |