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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 | $123,943 | $98,766+25.5% | $149,730-17.2% | $79,852+55.2% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 15.27% | 27.43%-12.2pp | 276.70%-261.4pp | 31.72%-16.4pp |
| Employer contribution / active EE | $3,835 | $3,217+19.2% | $4,645-17.4% | $2,471+55.2% |
| Participant deferral / active EE | $10,618 | $5,681+86.9% | $6,843+55.2% | $3,740+183.9% |
| Admin fee / account holder | $4,675 | $6,052-22.8% | $9,310-49.8% | $5,306-11.9% |