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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 | $120,370 | $105,210+14.4% | $159,487-24.5% | $85,851+40.2% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.8%-3.3pp | 69.3%+10.2pp |
| Annual return | 26.27% | 45.08%-18.8pp | 263.71%-237.4pp | 318.63%-292.4pp |
| Employer contribution / active EE | $5,492 | $3,319+65.5% | $4,831+13.7% | $2,565+114.1% |
| Participant deferral / active EE | $12,414 | $5,946+108.8% | $7,354+68.8% | $3,952+214.1% |
| Admin fee / account holder | $20,154 | $6,934+190.6% | $10,804+86.5% | $6,261+221.9% |