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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 | $139,766 | $105,200+32.9% | $159,474-12.4% | $85,847+62.8% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.8%+6.4pp | 69.3%+19.9pp |
| Annual return | 17.55% | 45.08%-27.5pp | 263.68%-246.1pp | 318.61%-301.1pp |
| Employer contribution / active EE | $6,537 | $3,319+97.0% | $4,831+35.3% | $2,565+154.8% |
| Participant deferral / active EE | $12,769 | $5,946+114.8% | $7,353+73.7% | $3,952+223.1% |
| Admin fee / account holder | $3,322 | $6,934-52.1% | $10,802-69.2% | $6,261-46.9% |