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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 | $134,893 | $85,024+58.7% | $70,544+91.2% | $139,466-3.3% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.4%+19.1pp | 80.3%+7.2pp |
| Annual return | 18.96% | 30.39%-11.4pp | 32.79%-13.8pp | 373.66%-354.7pp |
| Employer contribution / active EE | $9,242 | $3,912+136.2% | $2,976+210.6% | $4,754+94.4% |
| Participant deferral / active EE | $7,717 | $5,891+31.0% | $4,568+68.9% | $6,712+15.0% |
| Admin fee / account holder | $411 | $8,928-95.4% | $6,427-93.6% | $11,409-96.4% |