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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 | $135,037 | $98,776+36.7% | $149,745-9.8% | $79,856+69.1% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 17.05% | 27.38%-10.3pp | 276.72%-259.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,227 | $3,217+0.3% | $4,646-30.5% | $2,471+30.6% |
| Participant deferral / active EE | $8,059 | $5,681+41.8% | $6,843+17.8% | $3,741+115.4% |
| Admin fee / account holder | $2,993 | $6,053-50.5% | $9,312-67.9% | $5,306-43.6% |