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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 | $146,963 | $78,423+87.4% | $95,964+53.1% | $79,856+84.0% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 16.91% | 19.37%-2.5pp | 91.64%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $6,668 | $1,945+242.7% | $2,541+162.4% | $2,471+169.8% |
| Participant deferral / active EE | $9,276 | $3,440+169.6% | $4,167+122.6% | $3,741+148.0% |
| Admin fee / account holder | $7,637 | $5,622+35.8% | $6,797+12.3% | $5,306+43.9% |