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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 | $156,836 | $83,485+87.9% | $125,192+25.3% | $72,975+114.9% |
| Participation rate | 92.5% | 73.3%+19.2pp | 79.8%+12.7pp | 69.5%+23.0pp |
| Annual return | 75.12% | 25.77%+49.4pp | 43.79%+31.3pp | 81.01%-5.9pp |
| Employer contribution / active EE | $9,641 | $2,346+311.0% | $3,866+149.4% | $2,440+295.1% |
| Participant deferral / active EE | $4,597 | $3,586+28.2% | $4,937-6.9% | $3,608+27.4% |
| Admin fee / account holder | $819 | $5,518-85.2% | $9,704-91.6% | $5,124-84.0% |