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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 | $130,441 | $99,652+30.9% | $78,778+65.6% | $147,586-11.6% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.2%+26.0pp | 82.8%+12.4pp |
| Annual return | 16.61% | 47.28%-30.7pp | 35.62%-19.0pp | 578.59%-562.0pp |
| Employer contribution / active EE | $2,449 | $2,796-12.4% | $1,986+23.3% | $4,876-49.8% |
| Participant deferral / active EE | $4,732 | $3,664+29.2% | $2,958+60.0% | $5,439-13.0% |
| Admin fee / account holder | $2,774 | $7,155-61.2% | $5,134-46.0% | $10,886-74.5% |