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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 | $126,255 | $98,776+27.8% | $149,745-15.7% | $79,856+58.1% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 13.92% | 27.38%-13.5pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $9,813 | $3,217+205.0% | $4,646+111.2% | $2,471+297.1% |
| Participant deferral / active EE | $7,775 | $5,681+36.9% | $6,843+13.6% | $3,741+107.9% |
| Admin fee / account holder | $7,569 | $6,053+25.0% | $9,312-18.7% | $5,306+42.6% |