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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 | $137,500 | $93,345+47.3% | $119,126+15.4% | $87,485+57.2% |
| Participation rate | 93.7% | 68.7%+24.9pp | 75.8%+17.9pp | 68.9%+24.7pp |
| Annual return | 18.82% | 19.08%-0.3pp | 282.11%-263.3pp | 26.06%-7.2pp |
| Employer contribution / active EE | $3,930 | $3,172+23.9% | $4,034-2.6% | $2,596+51.4% |
| Participant deferral / active EE | $6,493 | $4,099+58.4% | $5,318+22.1% | $4,274+51.9% |
| Admin fee / account holder | $16,413 | $8,039+104.2% | $10,693+53.5% | $7,775+111.1% |