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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 | $98,776+31.5% | $149,745-13.3% | $79,856+62.6% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.5%-4.9pp | 69.6%+7.9pp |
| Annual return | 20.80% | 27.38%-6.6pp | 276.72%-255.9pp | 31.71%-10.9pp |
| Employer contribution / active EE | $2,858 | $3,217-11.2% | $4,646-38.5% | $2,471+15.6% |
| Participant deferral / active EE | $11,109 | $5,681+95.5% | $6,843+62.3% | $3,741+197.0% |
| Admin fee / account holder | $22,840 | $6,053+277.3% | $9,312+145.3% | $5,306+330.4% |