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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 | $123,888 | $89,370+38.6% | $141,197-12.3% | $72,976+69.8% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 20.02% | 111.88%-91.9pp | 71.41%-51.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $10,196 | $3,115+227.3% | $4,736+115.3% | $2,440+317.9% |
| Participant deferral / active EE | $4,706 | $5,419-13.2% | $6,710-29.9% | $3,608+30.4% |
| Admin fee / account holder | $5,733 | $5,957-3.8% | $10,265-44.2% | $5,124+11.9% |