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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 | $138,032 | $100,279+37.6% | $81,353+69.7% | $145,884-5.4% |
| Participation rate | 78.6% | 74.3%+4.3pp | 69.5%+9.0pp | 80.3%-1.7pp |
| Annual return | 13.93% | 34.49%-20.6pp | 24.82%-10.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,260 | $2,979-24.1% | $2,464-8.3% | $4,662-51.5% |
| Participant deferral / active EE | $8,484 | $4,611+84.0% | $3,885+118.4% | $6,690+26.8% |
| Admin fee / account holder | $60,709 | $8,206+639.8% | $5,766+952.8% | $13,392+353.3% |