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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 | $93,345+47.1% | $119,126+15.3% | $87,485+57.0% |
| Participation rate | 91.5% | 68.7%+22.8pp | 75.8%+15.8pp | 68.9%+22.6pp |
| Annual return | 16.61% | 19.08%-2.5pp | 282.11%-265.5pp | 26.06%-9.5pp |
| Employer contribution / active EE | $6,270 | $3,172+97.7% | $4,034+55.4% | $2,596+141.5% |
| Participant deferral / active EE | $11,283 | $4,099+175.3% | $5,318+112.2% | $4,274+164.0% |
| Admin fee / account holder | $15,366 | $8,039+91.2% | $10,693+43.7% | $7,775+97.6% |