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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 | $90,366 | $79,449+13.7% | $189,575-52.3% | $85,847+5.3% |
| Participation rate | 95.9% | 66.0%+29.9pp | 78.4%+17.4pp | 69.3%+26.6pp |
| Annual return | 41.55% | 18.45%+23.1pp | 64.19%-22.6pp | 318.61%-277.1pp |
| Employer contribution / active EE | $9,042 | $2,081+334.5% | $4,412+105.0% | $2,565+252.5% |
| Participant deferral / active EE | $12,542 | $4,051+209.6% | $6,174+103.2% | $3,952+217.3% |
| Admin fee / account holder | $7,180 | $5,377+33.5% | $9,806-26.8% | $6,261+14.7% |