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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 | $135,226 | $98,776+36.9% | $149,745-9.7% | $79,856+69.3% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 15.45% | 27.38%-11.9pp | 276.72%-261.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $6,808 | $3,217+111.6% | $4,646+46.5% | $2,471+175.5% |
| Participant deferral / active EE | $12,835 | $5,681+125.9% | $6,843+87.6% | $3,741+243.1% |
| Admin fee / account holder | $8,155 | $6,053+34.7% | $9,312-12.4% | $5,306+53.7% |