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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 | $136,344 | $56,134+142.9% | $96,192+41.7% | $85,851+58.8% |
| Participation rate | 92.3% | 56.7%+35.6pp | 68.4%+23.9pp | 69.3%+23.0pp |
| Annual return | 31.38% | 42.30%-10.9pp | 192.09%-160.7pp | 318.63%-287.3pp |
| Employer contribution / active EE | $2,507 | $1,620+54.7% | $2,799-10.4% | $2,565-2.3% |
| Participant deferral / active EE | $4,760 | $2,858+66.6% | $4,351+9.4% | $3,952+20.4% |
| Admin fee / account holder | $4,373 | $3,769+16.0% | $5,539-21.1% | $6,261-30.2% |