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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 | $187,990 | $102,422+83.5% | $147,117+27.8% | $80,959+132.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 12.00% | 135.16%-123.2pp | 420.54%-408.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $4,022 | $3,717+8.2% | $4,932-18.5% | $2,757+45.9% |
| Participant deferral / active EE | $7,100 | $6,652+6.7% | $8,065-12.0% | $4,300+65.1% |
| Admin fee / account holder | $1,761 | $7,953-77.9% | $12,993-86.4% | $6,925-74.6% |