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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 | $137,733 | $101,618+35.5% | $93,063+48.0% | $137,256+0.3% |
| Participation rate | 94.1% | 74.9%+19.2pp | 72.1%+22.0pp | 80.0%+14.2pp |
| Annual return | 12.87% | 223.95%-211.1pp | 34.15%-21.3pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,645 | $2,707-2.3% | $2,476+6.8% | $4,156-36.4% |
| Participant deferral / active EE | $6,301 | $4,279+47.2% | $3,958+59.2% | $6,407-1.7% |
| Admin fee / account holder | $3,357 | $6,198-45.8% | $6,033-44.4% | $12,270-72.6% |