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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 | $137,351 | $105,284+30.5% | $150,734-8.9% | $94,015+46.1% |
| Participation rate | 91.5% | 71.7%+19.8pp | 78.4%+13.1pp | 70.8%+20.7pp |
| Annual return | 16.61% | 15.67%+0.9pp | 600.81%-584.2pp | 17.84%-1.2pp |
| Employer contribution / active EE | $6,270 | $3,599+74.2% | $4,918+27.5% | $2,790+124.7% |
| Participant deferral / active EE | $11,283 | $4,274+164.0% | $5,610+101.1% | $4,249+165.5% |
| Admin fee / account holder | $15,366 | $9,839+56.2% | $14,905+3.1% | $8,951+71.7% |