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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 | $136,650 | $105,200+29.9% | $159,474-14.3% | $85,847+59.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 14.95% | 45.08%-30.1pp | 263.68%-248.7pp | 318.61%-303.7pp |
| Employer contribution / active EE | $4,359 | $3,319+31.3% | $4,831-9.8% | $2,565+69.9% |
| Participant deferral / active EE | $10,095 | $5,946+69.8% | $7,353+37.3% | $3,952+155.4% |
| Admin fee / account holder | $361 | $6,934-94.8% | $10,802-96.7% | $6,261-94.2% |