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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 | $142,720 | $68,681+107.8% | $86,615+64.8% | $85,847+66.2% |
| Participation rate | 88.6% | 66.4%+22.2pp | 71.6%+16.9pp | 69.3%+19.3pp |
| Annual return | 15.53% | 20.12%-4.6pp | 63.51%-48.0pp | 318.61%-303.1pp |
| Employer contribution / active EE | $4,534 | $1,880+141.1% | $2,496+81.7% | $2,565+76.7% |
| Participant deferral / active EE | $3,653 | $2,919+25.1% | $3,699-1.2% | $3,952-7.6% |
| Admin fee / account holder | $1,596 | $5,974-73.3% | $5,830-72.6% | $6,261-74.5% |