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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 | $156,382 | $89,364+75.0% | $141,177+10.8% | $72,983+114.3% |
| Participation rate | 85.0% | 75.1%+9.9pp | 82.5%+2.5pp | 69.5%+15.5pp |
| Annual return | 23.59% | 111.86%-88.3pp | 71.40%-47.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $6,239 | $3,115+100.3% | $4,736+31.7% | $2,440+155.7% |
| Participant deferral / active EE | $7,762 | $5,419+43.3% | $6,710+15.7% | $3,608+115.2% |
| Admin fee / account holder | $470 | $5,959-92.1% | $10,263-95.4% | $5,124-90.8% |