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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 | $138,018 | $102,638+34.5% | $81,982+68.4% | $158,982-13.2% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.3%+25.5pp | 82.0%+12.8pp |
| Annual return | 8.36% | 61.05%-52.7pp | 41.31%-33.0pp | 302.99%-294.6pp |
| Employer contribution / active EE | $4,791 | $3,241+47.8% | $2,498+91.8% | $4,763+0.6% |
| Participant deferral / active EE | $5,232 | $4,649+12.5% | $3,722+40.6% | $5,983-12.6% |
| Admin fee / account holder | $4,907 | $8,237-40.4% | $5,665-13.4% | $11,252-56.4% |