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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 | $128,862 | $77,920+65.4% | $149,723-13.9% | $75,177+71.4% |
| Participation rate | 98.4% | 65.6%+32.8pp | 78.8%+19.6pp | 67.2%+31.2pp |
| Annual return | 19.32% | 31.72%-12.4pp | 134.50%-115.2pp | 160.75%-141.4pp |
| Employer contribution / active EE | $4,924 | $3,138+56.9% | $4,821+2.1% | $2,671+84.3% |
| Participant deferral / active EE | $5,333 | $3,411+56.3% | $5,682-6.2% | $4,126+29.2% |
| Admin fee / account holder | $3,721 | $5,951-37.5% | $13,215-71.8% | $5,651-34.2% |