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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 | $135,367 | $101,063+33.9% | $81,473+66.2% | $147,586-8.3% |
| Participation rate | 95.2% | 74.5%+20.8pp | 68.0%+27.3pp | 82.8%+12.4pp |
| Annual return | 16.22% | 32.41%-16.2pp | 38.78%-22.6pp | 578.59%-562.4pp |
| Employer contribution / active EE | $8,403 | $3,206+162.2% | $2,568+227.2% | $4,876+72.3% |
| Participant deferral / active EE | $9,581 | $4,242+125.8% | $3,537+170.9% | $5,439+76.2% |
| Admin fee / account holder | $2,642 | $5,812-54.5% | $4,561-42.1% | $10,886-75.7% |