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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 | $139,255 | $105,210+32.4% | $159,487-12.7% | $85,851+62.2% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.8%+7.6pp | 69.3%+21.1pp |
| Annual return | 18.77% | 45.08%-26.3pp | 263.71%-244.9pp | 318.63%-299.9pp |
| Employer contribution / active EE | $4,044 | $3,319+21.8% | $4,831-16.3% | $2,565+57.6% |
| Participant deferral / active EE | $9,267 | $5,946+55.9% | $7,354+26.0% | $3,952+134.5% |
| Admin fee / account holder | $15,052 | $6,934+117.1% | $10,804+39.3% | $6,261+140.4% |