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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 | $138,217 | $99,994+38.2% | $146,643-5.7% | $85,847+61.0% |
| Participation rate | 90.3% | 73.1%+17.2pp | 80.1%+10.2pp | 69.3%+21.0pp |
| Annual return | 14.60% | 18.93%-4.3pp | 22.75%-8.2pp | 318.61%-304.0pp |
| Employer contribution / active EE | $6,334 | $2,559+147.5% | $4,137+53.1% | $2,565+146.9% |
| Participant deferral / active EE | $7,418 | $4,006+85.2% | $5,506+34.7% | $3,952+87.7% |
| Admin fee / account holder | $7,049 | $7,703-8.5% | $10,280-31.4% | $6,261+12.6% |