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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 | $142,103 | $98,776+43.9% | $149,745-5.1% | $79,856+77.9% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 14.26% | 27.38%-13.1pp | 276.72%-262.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,791 | $3,217+17.8% | $4,646-18.4% | $2,471+53.4% |
| Participant deferral / active EE | $4,649 | $5,681-18.2% | $6,843-32.1% | $3,741+24.3% |
| Admin fee / account holder | $17,920 | $6,053+196.1% | $9,312+92.4% | $5,306+237.7% |