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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 | $120,212 | $88,672+35.6% | $105,223+14.2% | $82,448+45.8% |
| Participation rate | 90.7% | 67.9%+22.8pp | 75.0%+15.7pp | 68.1%+22.7pp |
| Annual return | 18.38% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,951 | $3,048+62.4% | $3,689+34.2% | $2,551+94.1% |
| Participant deferral / active EE | $10,533 | $4,036+161.0% | $5,072+107.7% | $4,139+154.5% |
| Admin fee / account holder | $7,361 | $7,146+3.0% | $8,859-16.9% | $7,234+1.8% |