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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 | $127,055 | $105,198+20.8% | $159,455-20.3% | $85,856+48.0% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.8%+12.4pp | 69.3%+25.9pp |
| Annual return | 24.44% | 45.08%-20.6pp | 263.63%-239.2pp | 318.58%-294.1pp |
| Employer contribution / active EE | $1,357 | $3,319-59.1% | $4,830-71.9% | $2,565-47.1% |
| Participant deferral / active EE | $5,891 | $5,946-0.9% | $7,353-19.9% | $3,952+49.1% |
| Admin fee / account holder | $11,137 | $6,934+60.6% | $10,800+3.1% | $6,261+77.9% |