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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 | $120,589 | $125,237-3.7% | $105,608+14.2% | $145,877-17.3% |
| Participation rate | 95.7% | 77.7%+18.0pp | 75.3%+20.4pp | 80.3%+15.3pp |
| Annual return | 15.78% | 225.76%-210.0pp | 116.50%-100.7pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,996 | $3,720-46.3% | $3,167-37.0% | $4,663-57.2% |
| Participant deferral / active EE | $5,158 | $5,711-9.7% | $5,010+3.0% | $6,691-22.9% |
| Admin fee / account holder | $8,742 | $17,287-49.4% | $11,028-20.7% | $13,402-34.8% |