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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 | $128,393 | $105,200+22.0% | $159,474-19.5% | $85,847+49.6% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.8%-2.0pp | 69.3%+11.5pp |
| Annual return | 15.29% | 45.08%-29.8pp | 263.68%-248.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $901 | $3,319-72.9% | $4,831-81.4% | $2,565-64.9% |
| Participant deferral / active EE | $8,468 | $5,946+42.4% | $7,353+15.2% | $3,952+114.2% |
| Admin fee / account holder | $29,442 | $6,934+324.6% | $10,802+172.5% | $6,261+370.3% |