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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 | $134,195 | $95,416+40.6% | $185,818-27.8% | $85,854+56.3% |
| Participation rate | 97.8% | 68.8%+29.0pp | 81.7%+16.1pp | 69.3%+28.5pp |
| Annual return | 35.85% | 23.59%+12.3pp | 122.06%-86.2pp | 318.56%-282.7pp |
| Employer contribution / active EE | $8,510 | $3,314+156.8% | $5,168+64.7% | $2,565+231.7% |
| Participant deferral / active EE | $6,808 | $3,424+98.9% | $5,568+22.3% | $3,952+72.3% |
| Admin fee / account holder | $2,199 | $7,213-69.5% | $16,239-86.5% | $6,260-64.9% |