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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 | $78,483+61.4% | $106,201+19.3% | $74,546+69.9% |
| Participation rate | 78.1% | 72.8%+5.3pp | 75.3%+2.8pp | 67.2%+10.9pp |
| Annual return | 22.02% | 15.94%+6.1pp | 116.26%-94.2pp | 1366.03%-1344.0pp |
| Employer contribution / active EE | $2,615 | $2,522+3.7% | $3,170-17.5% | $2,624-0.4% |
| Participant deferral / active EE | $4,927 | $4,320+14.0% | $5,012-1.7% | $4,347+13.3% |
| Admin fee / account holder | $3,695 | $2,236+65.3% | $11,039-66.5% | $1,944+90.1% |