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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 | $133,059 | $65,440+103.3% | $98,506+35.1% | $85,851+55.0% |
| Participation rate | 85.4% | 65.0%+20.4pp | 73.3%+12.0pp | 69.3%+16.0pp |
| Annual return | 25.23% | 21.75%+3.5pp | 1494.92%-1469.7pp | 318.63%-293.4pp |
| Employer contribution / active EE | $2,130 | $2,169-1.8% | $2,961-28.1% | $2,565-17.0% |
| Participant deferral / active EE | $4,128 | $3,168+30.3% | $4,277-3.5% | $3,952+4.4% |
| Admin fee / account holder | $2,926 | $4,596-36.3% | $5,955-50.9% | $6,261-53.3% |