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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 | $134,295 | $81,208+65.4% | $98,920+35.8% | $79,856+68.2% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 17.65% | 60.99%-43.3pp | 196.47%-178.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,391 | $1,960+73.0% | $2,689+26.1% | $2,471+37.2% |
| Participant deferral / active EE | $7,401 | $3,265+126.7% | $4,245+74.3% | $3,741+97.9% |
| Admin fee / account holder | $625 | $6,013-89.6% | $6,643-90.6% | $5,306-88.2% |