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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 | $112,946 | $105,210+7.4% | $159,487-29.2% | $85,851+31.6% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.8%+11.2pp | 69.3%+24.7pp |
| Annual return | 14.63% | 45.08%-30.5pp | 263.71%-249.1pp | 318.63%-304.0pp |
| Employer contribution / active EE | $7,200 | $3,319+116.9% | $4,831+49.0% | $2,565+180.7% |
| Participant deferral / active EE | $5,588 | $5,946-6.0% | $7,354-24.0% | $3,952+41.4% |
| Admin fee / account holder | $6,447 | $6,934-7.0% | $10,804-40.3% | $6,261+3.0% |