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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 | $131,125 | $77,901+68.3% | $149,717-12.4% | $75,181+74.4% |
| Participation rate | 91.9% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.7pp |
| Annual return | 18.86% | 31.73%-12.9pp | 134.41%-115.5pp | 160.69%-141.8pp |
| Employer contribution / active EE | $3,384 | $3,137+7.9% | $4,820-29.8% | $2,671+26.7% |
| Participant deferral / active EE | $8,078 | $3,411+136.8% | $5,682+42.2% | $4,126+95.8% |
| Admin fee / account holder | $13,718 | $5,949+130.6% | $13,213+3.8% | $5,650+142.8% |