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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 | $124,937 | $103,008+21.3% | $90,304+38.4% | $152,897-18.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 14.55% | 95.22%-80.7pp | 78.13%-63.6pp | 345.43%-330.9pp |
| Employer contribution / active EE | $2,479 | $3,139-21.0% | $2,855-13.2% | $4,764-48.0% |
| Participant deferral / active EE | $5,673 | $4,281+32.5% | $3,885+46.0% | $5,851-3.1% |
| Admin fee / account holder | $443 | $6,175-92.8% | $5,354-91.7% | $11,599-96.2% |