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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 | $133,178 | $83,337+59.8% | $67,834+96.3% | $273,972-51.4% |
| Participation rate | 81.8% | 76.4%+5.4pp | 68.8%+13.0pp | 83.0%-1.2pp |
| Annual return | 12.46% | 259.45%-247.0pp | 138.47%-126.0pp | 41.46%-29.0pp |
| Employer contribution / active EE | $7,308 | $3,287+122.3% | $2,403+204.1% | $4,869+50.1% |
| Participant deferral / active EE | $14,016 | $4,088+242.9% | $3,160+343.6% | $5,287+165.1% |
| Admin fee / account holder | $7,832 | $6,752+16.0% | $4,622+69.4% | $10,133-22.7% |