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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 | $130,042 | $115,814+12.3% | $101,275+28.4% | $158,982-18.2% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 23.55% | 56.16%-32.6pp | 46.48%-22.9pp | 302.99%-279.4pp |
| Employer contribution / active EE | $2,901 | $4,176-30.5% | $3,660-20.7% | $4,763-39.1% |
| Participant deferral / active EE | $3,224 | $4,958-35.0% | $4,371-26.2% | $5,983-46.1% |
| Admin fee / account holder | $394 | $7,249-94.6% | $5,948-93.4% | $11,252-96.5% |