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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 | $127,693 | $89,370+42.9% | $141,197-9.6% | $72,976+75.0% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 26.66% | 111.88%-85.2pp | 71.41%-44.7pp | 81.02%-54.4pp |
| Employer contribution / active EE | $5,067 | $3,115+62.7% | $4,736+7.0% | $2,440+107.7% |
| Participant deferral / active EE | $8,552 | $5,419+57.8% | $6,710+27.5% | $3,608+137.1% |
| Admin fee / account holder | $4,314 | $5,957-27.6% | $10,265-58.0% | $5,124-15.8% |