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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 | $139,696 | $78,707+77.5% | $117,861+18.5% | $70,126+99.2% |
| Participation rate | 88.9% | 73.2%+15.7pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 15.42% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,817 | $2,223+26.7% | $3,786-25.6% | $2,343+20.2% |
| Participant deferral / active EE | $3,128 | $3,297-5.1% | $4,482-30.2% | $3,332-6.1% |
| Admin fee / account holder | $7,159 | $5,066+41.3% | $8,021-10.7% | $4,645+54.1% |