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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 | $141,915 | $77,920+82.1% | $149,723-5.2% | $75,177+88.8% |
| Participation rate | 91.7% | 65.6%+26.1pp | 78.8%+12.9pp | 67.2%+24.5pp |
| Annual return | 18.10% | 31.72%-13.6pp | 134.50%-116.4pp | 160.75%-142.7pp |
| Employer contribution / active EE | $14,279 | $3,138+355.0% | $4,821+196.2% | $2,671+434.6% |
| Participant deferral / active EE | $4,259 | $3,411+24.8% | $5,682-25.1% | $4,126+3.2% |
| Admin fee / account holder | $7,175 | $5,951+20.6% | $13,215-45.7% | $5,651+27.0% |