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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 | $117,275 | $80,992+44.8% | $96,534+21.5% | $75,173+56.0% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.6pp | 67.2%+17.4pp |
| Annual return | 64.51% | 27.05%+37.5pp | 25.88%+38.6pp | 160.72%-96.2pp |
| Employer contribution / active EE | $2,600 | $2,283+13.9% | $2,965-12.3% | $2,671-2.7% |
| Participant deferral / active EE | $5,608 | $3,929+42.7% | $4,851+15.6% | $4,126+35.9% |
| Admin fee / account holder | $1,073 | $6,717-84.0% | $8,253-87.0% | $5,651-81.0% |