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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 | $120,593 | $77,901+54.8% | $149,717-19.5% | $75,181+60.4% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 19.44% | 31.73%-12.3pp | 134.41%-115.0pp | 160.69%-141.2pp |
| Employer contribution / active EE | $3,859 | $3,137+23.0% | $4,820-19.9% | $2,671+44.5% |
| Participant deferral / active EE | $6,736 | $3,411+97.5% | $5,682+18.6% | $4,126+63.3% |
| Admin fee / account holder | $3,799 | $5,949-36.1% | $13,213-71.2% | $5,650-32.8% |