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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 | $122,775 | $65,034+88.8% | $90,970+35.0% | $79,856+53.7% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 13.09% | 30.45%-17.4pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,251 | $1,247+0.3% | $2,122-41.1% | $2,471-49.4% |
| Participant deferral / active EE | $3,177 | $2,512+26.4% | $3,373-5.8% | $3,741-15.1% |
| Admin fee / account holder | $6,000 | $4,536+32.3% | $5,961+0.7% | $5,306+13.1% |