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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 | $198,992 | $105,200+89.2% | $159,474+24.8% | $85,847+131.8% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.8%-4.0pp | 69.3%+9.6pp |
| Annual return | 13.50% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $4,550 | $3,319+37.1% | $4,831-5.8% | $2,565+77.4% |
| Participant deferral / active EE | $10,116 | $5,946+70.1% | $7,353+37.6% | $3,952+156.0% |
| Admin fee / account holder | $3,637 | $6,934-47.6% | $10,802-66.3% | $6,261-41.9% |