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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 | $114,229 | $72,071+58.5% | $68,368+67.1% | $137,256-16.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 14.28% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,971 | $2,788+42.4% | $2,649+49.9% | $4,156-4.5% |
| Participant deferral / active EE | $10,012 | $4,410+127.0% | $4,123+142.8% | $6,407+56.3% |
| Admin fee / account holder | $463 | $5,336-91.3% | $5,150-91.0% | $12,270-96.2% |