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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 | $126,682 | $78,607+61.2% | $105,624+19.9% | $74,478+70.1% |
| Participation rate | 78.1% | 72.8%+5.3pp | 75.3%+2.8pp | 67.2%+10.9pp |
| Annual return | 22.02% | 15.96%+6.1pp | 116.20%-94.2pp | 1370.56%-1348.5pp |
| Employer contribution / active EE | $2,615 | $2,523+3.6% | $3,168-17.5% | $2,626-0.4% |
| Participant deferral / active EE | $4,927 | $4,325+13.9% | $5,013-1.7% | $4,350+13.3% |
| Admin fee / account holder | $3,695 | $2,220+66.5% | $10,961-66.3% | $1,946+89.9% |