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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 | $139,106 | $78,425+77.4% | $95,956+45.0% | $79,858+74.2% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 15.47% | 19.37%-3.9pp | 91.63%-76.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $7,206 | $1,945+270.5% | $2,541+183.6% | $2,471+191.6% |
| Participant deferral / active EE | $2,390 | $3,440-30.5% | $4,167-42.6% | $3,740-36.1% |
| Admin fee / account holder | $8,359 | $5,622+48.7% | $6,797+23.0% | $5,306+57.5% |