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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 | $136,198 | $78,707+73.0% | $117,861+15.6% | $70,126+94.2% |
| Participation rate | 85.2% | 73.2%+12.0pp | 79.7%+5.5pp | 69.5%+15.6pp |
| Annual return | 17.56% | 23.30%-5.7pp | 335.11%-317.5pp | 73.15%-55.6pp |
| Employer contribution / active EE | $5,556 | $2,223+149.9% | $3,786+46.7% | $2,343+137.2% |
| Participant deferral / active EE | $6,259 | $3,297+89.8% | $4,482+39.7% | $3,332+87.9% |
| Admin fee / account holder | $6,916 | $5,066+36.5% | $8,021-13.8% | $4,645+48.9% |