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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 | $123,669 | $69,274+78.5% | $64,097+92.9% | $139,487-11.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 16.96% | 46.00%-29.0pp | 33.75%-16.8pp | 373.84%-356.9pp |
| Employer contribution / active EE | $5,322 | $3,187+67.0% | $2,750+93.5% | $4,755+11.9% |
| Participant deferral / active EE | $4,433 | $4,685-5.4% | $3,881+14.2% | $6,713-34.0% |
| Admin fee / account holder | $1,155 | $4,247-72.8% | $3,070-62.4% | $11,407-89.9% |