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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 | $102,385+83.6% | $147,080+27.8% | $80,935+132.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 12.00% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $4,022 | $3,717+8.2% | $4,933-18.5% | $2,757+45.9% |
| Participant deferral / active EE | $7,100 | $6,651+6.8% | $8,066-12.0% | $4,299+65.1% |
| Admin fee / account holder | $1,761 | $7,951-77.9% | $12,989-86.4% | $6,924-74.6% |