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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 | $166,031 | $89,370+85.8% | $141,197+17.6% | $72,976+127.5% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 23.04% | 111.88%-88.8pp | 71.41%-48.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $5,669 | $3,115+82.0% | $4,736+19.7% | $2,440+132.3% |
| Participant deferral / active EE | $10,092 | $5,419+86.2% | $6,710+50.4% | $3,608+179.7% |
| Admin fee / account holder | $4,149 | $5,957-30.4% | $10,265-59.6% | $5,124-19.0% |