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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 | $137,648 | $70,684+94.7% | $169,390-18.7% | $75,173+83.1% |
| Participation rate | 85.4% | 64.8%+20.6pp | 77.2%+8.2pp | 67.2%+18.2pp |
| Annual return | 24.10% | 36.38%-12.3pp | 406.07%-382.0pp | 160.72%-136.6pp |
| Employer contribution / active EE | $4,627 | $2,211+109.3% | $4,013+15.3% | $2,671+73.2% |
| Participant deferral / active EE | $9,871 | $4,310+129.0% | $6,222+58.6% | $4,126+139.2% |
| Admin fee / account holder | $3,712 | $5,404-31.3% | $9,015-58.8% | $5,651-34.3% |