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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 | $140,068 | $98,766+41.8% | $149,730-6.5% | $79,852+75.4% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 13.29% | 27.43%-14.1pp | 276.70%-263.4pp | 31.72%-18.4pp |
| Employer contribution / active EE | $3,154 | $3,217-1.9% | $4,645-32.1% | $2,471+27.6% |
| Participant deferral / active EE | $7,485 | $5,681+31.8% | $6,843+9.4% | $3,740+100.1% |
| Admin fee / account holder | $6,850 | $6,052+13.2% | $9,310-26.4% | $5,306+29.1% |