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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 | $125,778+9.5% | $114,563+20.2% | $154,746-11.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.9%+21.2pp | 80.7%+13.4pp |
| Annual return | 12.87% | 295.14%-282.3pp | 241.09%-228.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,645 | $2,806-5.7% | $2,592+2.0% | $4,379-39.6% |
| Participant deferral / active EE | $6,301 | $4,445+41.8% | $4,142+52.1% | $6,730-6.4% |
| Admin fee / account holder | $3,357 | $8,190-59.0% | $7,623-56.0% | $14,365-76.6% |