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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 | $129,868 | $98,760+31.5% | $149,710-13.3% | $79,860+62.6% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.5%-4.9pp | 69.6%+8.0pp |
| Annual return | 20.80% | 27.43%-6.6pp | 276.63%-255.8pp | 31.72%-10.9pp |
| Employer contribution / active EE | $2,858 | $3,217-11.2% | $4,645-38.5% | $2,471+15.7% |
| Participant deferral / active EE | $11,109 | $5,681+95.6% | $6,842+62.4% | $3,740+197.0% |
| Admin fee / account holder | $22,840 | $6,053+277.3% | $9,309+145.3% | $5,306+330.4% |