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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 | $133,376 | $105,210+26.8% | $159,487-16.4% | $85,851+55.4% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 20.11% | 45.08%-25.0pp | 263.71%-243.6pp | 318.63%-298.5pp |
| Employer contribution / active EE | $4,459 | $3,319+34.3% | $4,831-7.7% | $2,565+73.8% |
| Participant deferral / active EE | $11,167 | $5,946+87.8% | $7,354+51.9% | $3,952+182.5% |
| Admin fee / account holder | $3,468 | $6,934-50.0% | $10,804-67.9% | $6,261-44.6% |