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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 | $131,856 | $93,617+40.8% | $135,982-3.0% | $75,177+75.4% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 19.37% | 30.89%-11.5pp | 68.32%-49.0pp | 160.75%-141.4pp |
| Employer contribution / active EE | $3,880 | $3,538+9.7% | $4,859-20.1% | $2,671+45.3% |
| Participant deferral / active EE | $8,786 | $6,406+37.2% | $7,760+13.2% | $4,126+112.9% |
| Admin fee / account holder | $2,253 | $6,980-67.7% | $10,767-79.1% | $5,651-60.1% |