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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 | $128,952 | $77,920+65.5% | $149,723-13.9% | $75,177+71.5% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 21.20% | 31.72%-10.5pp | 134.50%-113.3pp | 160.75%-139.6pp |
| Employer contribution / active EE | $3,333 | $3,138+6.2% | $4,821-30.9% | $2,671+24.8% |
| Participant deferral / active EE | $5,950 | $3,411+74.4% | $5,682+4.7% | $4,126+44.2% |
| Admin fee / account holder | $13,414 | $5,951+125.4% | $13,215+1.5% | $5,651+137.4% |