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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 | $124,753 | $98,776+26.3% | $149,745-16.7% | $79,856+56.2% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.5%+7.9pp | 69.6%+20.7pp |
| Annual return | 15.77% | 27.38%-11.6pp | 276.72%-261.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,500 | $3,217-22.3% | $4,646-46.2% | $2,471+1.1% |
| Participant deferral / active EE | $5,983 | $5,681+5.3% | $6,843-12.6% | $3,741+59.9% |
| Admin fee / account holder | $8,750 | $6,053+44.6% | $9,312-6.0% | $5,306+64.9% |