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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 | $102,730 | $89,370+14.9% | $141,197-27.2% | $72,976+40.8% |
| Participation rate | 88.1% | 75.1%+12.9pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 19.54% | 111.88%-92.3pp | 71.41%-51.9pp | 81.02%-61.5pp |
| Employer contribution / active EE | $4,776 | $3,115+53.3% | $4,736+0.8% | $2,440+95.7% |
| Participant deferral / active EE | $6,322 | $5,419+16.7% | $6,710-5.8% | $3,608+75.2% |
| Admin fee / account holder | $21,063 | $5,957+253.6% | $10,265+105.2% | $5,124+311.1% |