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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 | $138,657 | $121,677+14.0% | $104,625+32.5% | $158,966-12.8% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 13.94% | 465.58%-451.6pp | 340.60%-326.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $3,960 | $3,165+25.1% | $2,681+47.7% | $4,762-16.8% |
| Participant deferral / active EE | $4,767 | $4,175+14.2% | $3,738+27.5% | $5,983-20.3% |
| Admin fee / account holder | $2,957 | $7,777-62.0% | $6,465-54.3% | $11,250-73.7% |