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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 | $123,759 | $91,537+35.2% | $130,045-4.8% | $75,173+64.6% |
| Participation rate | 92.3% | 71.5%+20.9pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 18.95% | -631.55%+650.5pp | -137.30%+156.3pp | 160.72%-141.8pp |
| Employer contribution / active EE | $4,546 | $2,845+59.8% | $4,321+5.2% | $2,671+70.2% |
| Participant deferral / active EE | $7,448 | $4,343+71.5% | $5,820+28.0% | $4,126+80.5% |
| Admin fee / account holder | $6,159 | $6,780-9.2% | $10,600-41.9% | $5,651+9.0% |