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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 | $78,562+61.3% | $105,608+20.0% | $74,429+70.2% |
| Participation rate | 78.1% | 72.8%+5.3pp | 75.3%+2.8pp | 67.2%+10.9pp |
| Annual return | 22.02% | 15.94%+6.1pp | 116.50%-94.5pp | 1368.38%-1346.4pp |
| Employer contribution / active EE | $2,615 | $2,521+3.7% | $3,167-17.4% | $2,625-0.4% |
| Participant deferral / active EE | $4,927 | $4,321+14.0% | $5,010-1.6% | $4,348+13.3% |
| Admin fee / account holder | $3,695 | $2,217+66.7% | $11,028-66.5% | $1,944+90.0% |