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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 | $130,865 | $112,915+15.9% | $90,965+43.9% | $158,950-17.7% |
| Participation rate | 82.4% | 74.7%+7.6pp | 69.0%+13.3pp | 82.0%+0.4pp |
| Annual return | 27.48% | 215.75%-188.3pp | 134.57%-107.1pp | 302.91%-275.4pp |
| Employer contribution / active EE | $2,238 | $2,894-22.7% | $2,122+5.5% | $4,762-53.0% |
| Participant deferral / active EE | $5,805 | $4,128+40.6% | $3,373+72.1% | $5,983-3.0% |
| Admin fee / account holder | $2,866 | $8,044-64.4% | $5,960-51.9% | $11,248-74.5% |