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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 | $117,865 | $77,164+52.7% | $178,014-33.8% | $80,874+45.7% |
| Participation rate | 94.9% | 65.7%+29.2pp | 77.1%+17.8pp | 67.6%+27.3pp |
| Annual return | 15.49% | 18.09%-2.6pp | 294.80%-279.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $5,753 | $2,288+151.5% | $3,950+45.7% | $2,756+108.8% |
| Participant deferral / active EE | $11,006 | $4,408+149.7% | $6,276+75.4% | $4,297+156.1% |
| Admin fee / account holder | $8,309 | $7,164+16.0% | $10,362-19.8% | $6,935+19.8% |