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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 | $132,254 | $117,895+12.2% | $102,460+29.1% | $145,897-9.4% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 17.67% | 31.92%-14.2pp | 29.47%-11.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $2,889 | $3,619-20.2% | $3,025-4.5% | $4,663-38.0% |
| Participant deferral / active EE | $8,428 | $5,736+46.9% | $5,056+66.7% | $6,689+26.0% |
| Admin fee / account holder | $1,719 | $13,353-87.1% | $9,460-81.8% | $13,390-87.2% |