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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 | $139,202 | $105,210+32.3% | $159,487-12.7% | $85,851+62.1% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.8%+2.7pp | 69.3%+16.2pp |
| Annual return | 13.35% | 45.08%-31.7pp | 263.71%-250.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $6,355 | $3,319+91.5% | $4,831+31.5% | $2,565+147.7% |
| Participant deferral / active EE | $5,480 | $5,946-7.8% | $7,354-25.5% | $3,952+38.6% |
| Admin fee / account holder | $3,901 | $6,934-43.7% | $10,804-63.9% | $6,261-37.7% |