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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 | $136,346 | $78,705+73.2% | $117,857+15.7% | $70,131+94.4% |
| Participation rate | 95.0% | 73.2%+21.8pp | 79.7%+15.3pp | 69.5%+25.5pp |
| Annual return | 22.41% | 23.30%-0.9pp | 335.09%-312.7pp | 73.14%-50.7pp |
| Employer contribution / active EE | $6,459 | $2,223+190.5% | $3,786+70.6% | $2,342+175.7% |
| Participant deferral / active EE | $6,352 | $3,297+92.6% | $4,482+41.7% | $3,332+90.6% |
| Admin fee / account holder | $6,671 | $5,065+31.7% | $8,020-16.8% | $4,645+43.6% |