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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 | $108,901 | $77,638+40.3% | $156,551-30.4% | $62,881+73.2% |
| Participation rate | 81.8% | 71.2%+10.6pp | 84.0%-2.2pp | 69.3%+12.5pp |
| Annual return | 8.92% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $8,284 | $3,444+140.5% | $5,501+50.6% | $2,281+263.2% |
| Participant deferral / active EE | $6,055 | $3,046+98.8% | $4,871+24.3% | $3,203+89.0% |
| Admin fee / account holder | $14,484 | $5,561+160.4% | $13,028+11.2% | $4,296+237.2% |