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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 | $183,483 | $98,766+85.8% | $149,730+22.5% | $79,852+129.8% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 15.08% | 27.43%-12.3pp | 276.70%-261.6pp | 31.72%-16.6pp |
| Employer contribution / active EE | $6,957 | $3,217+116.3% | $4,645+49.8% | $2,471+181.5% |
| Participant deferral / active EE | $13,156 | $5,681+131.6% | $6,843+92.3% | $3,740+251.7% |
| Admin fee / account holder | $5,390 | $6,052-10.9% | $9,310-42.1% | $5,306+1.6% |