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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 | $135,552 | $88,672+52.9% | $105,223+28.8% | $82,448+64.4% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.4pp | 68.1%+25.4pp |
| Annual return | 14.42% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $4,906 | $3,048+61.0% | $3,689+33.0% | $2,551+92.3% |
| Participant deferral / active EE | $6,369 | $4,036+57.8% | $5,072+25.6% | $4,139+53.9% |
| Admin fee / account holder | $23,444 | $7,146+228.1% | $8,859+164.6% | $7,234+224.1% |