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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 | $127,837 | $98,776+29.4% | $149,745-14.6% | $79,856+60.1% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 15.07% | 27.38%-12.3pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,983 | $3,217+54.9% | $4,646+7.3% | $2,471+101.6% |
| Participant deferral / active EE | $3,117 | $5,681-45.1% | $6,843-54.5% | $3,741-16.7% |
| Admin fee / account holder | $10,844 | $6,053+79.2% | $9,312+16.5% | $5,306+104.4% |