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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 | $128,489 | $98,776+30.1% | $149,745-14.2% | $79,856+60.9% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.4pp |
| Annual return | 16.91% | 27.38%-10.5pp | 276.72%-259.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,587 | $3,217+11.5% | $4,646-22.8% | $2,471+45.1% |
| Participant deferral / active EE | $8,425 | $5,681+48.3% | $6,843+23.1% | $3,741+125.2% |
| Admin fee / account holder | $1,369 | $6,053-77.4% | $9,312-85.3% | $5,306-74.2% |