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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 | $123,990 | $63,861+94.2% | $104,639+18.5% | $79,856+55.3% |
| Participation rate | 85.7% | 64.9%+20.8pp | 74.1%+11.6pp | 69.6%+16.1pp |
| Annual return | 13.98% | 21.30%-7.3pp | 340.67%-326.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,316 | $1,588+45.8% | $2,682-13.6% | $2,471-6.3% |
| Participant deferral / active EE | $4,781 | $2,693+77.5% | $3,738+27.9% | $3,741+27.8% |
| Admin fee / account holder | $5,018 | $4,185+19.9% | $6,465-22.4% | $5,306-5.4% |