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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 | $119,431 | $105,200+13.5% | $159,474-25.1% | $85,847+39.1% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 14.70% | 45.08%-30.4pp | 263.68%-249.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $3,387 | $3,319+2.1% | $4,831-29.9% | $2,565+32.0% |
| Participant deferral / active EE | $9,111 | $5,946+53.2% | $7,353+23.9% | $3,952+130.5% |
| Admin fee / account holder | $10,835 | $6,934+56.2% | $10,802+0.3% | $6,261+73.1% |