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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 | $127,562 | $78,682+62.1% | $109,188+16.8% | $85,851+48.6% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 13.20% | 25.09%-11.9pp | 25.76%-12.6pp | 318.63%-305.4pp |
| Employer contribution / active EE | $13,308 | $2,734+386.8% | $3,723+257.4% | $2,565+418.7% |
| Participant deferral / active EE | $5,288 | $3,468+52.5% | $4,654+13.6% | $3,952+33.8% |
| Admin fee / account holder | $1,182 | $5,470-78.4% | $6,755-82.5% | $6,261-81.1% |