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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 | $121,427 | $98,766+22.9% | $149,730-18.9% | $79,852+52.1% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.8pp |
| Annual return | 14.20% | 27.43%-13.2pp | 276.70%-262.5pp | 31.72%-17.5pp |
| Employer contribution / active EE | $7,976 | $3,217+147.9% | $4,645+71.7% | $2,471+222.8% |
| Participant deferral / active EE | $13,977 | $5,681+146.0% | $6,843+104.3% | $3,740+273.7% |
| Admin fee / account holder | $2,717 | $6,052-55.1% | $9,310-70.8% | $5,306-48.8% |