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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 | $143,109 | $78,423+82.5% | $95,964+49.1% | $79,856+79.2% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.6pp | 69.6%+28.1pp |
| Annual return | 17.08% | 19.37%-2.3pp | 91.64%-74.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $6,070 | $1,945+212.0% | $2,541+138.8% | $2,471+145.6% |
| Participant deferral / active EE | $9,965 | $3,440+189.7% | $4,167+139.2% | $3,741+166.4% |
| Admin fee / account holder | $2,506 | $5,622-55.4% | $6,797-63.1% | $5,306-52.8% |