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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 | $129,785 | $81,664+58.9% | $70,476+84.2% | $158,966-18.4% |
| Participation rate | 92.3% | 77.7%+14.6pp | 75.1%+17.2pp | 82.0%+10.3pp |
| Annual return | 20.66% | 208.59%-187.9pp | 109.12%-88.5pp | 302.95%-282.3pp |
| Employer contribution / active EE | $8,488 | $3,219+163.7% | $2,738+210.0% | $4,762+78.2% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,255 | $6,197-47.5% | $3,847-15.4% | $11,250-71.1% |