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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 | $88,672+54.9% | $105,223+30.5% | $82,448+66.6% |
| Participation rate | 91.5% | 67.9%+23.6pp | 75.0%+16.5pp | 68.1%+23.5pp |
| Annual return | 16.61% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $6,270 | $3,048+105.7% | $3,689+70.0% | $2,551+145.8% |
| Participant deferral / active EE | $11,283 | $4,036+179.6% | $5,072+122.5% | $4,139+172.6% |
| Admin fee / account holder | $15,366 | $7,146+115.0% | $8,859+73.5% | $7,234+112.4% |