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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 | $136,275 | $78,428+73.8% | $95,960+42.0% | $79,852+70.7% |
| Participation rate | 98.1% | 73.5%+24.6pp | 77.1%+21.0pp | 69.6%+28.4pp |
| Annual return | 19.19% | 19.37%-0.2pp | 91.63%-72.4pp | 31.72%-12.5pp |
| Employer contribution / active EE | $8,062 | $1,945+314.4% | $2,541+217.2% | $2,471+226.2% |
| Participant deferral / active EE | $5,142 | $3,440+49.5% | $4,167+23.4% | $3,740+37.5% |
| Admin fee / account holder | $12,748 | $5,622+126.7% | $6,797+87.6% | $5,306+140.2% |