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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 | $89,973 | $77,416+16.2% | $69,464+29.5% | $152,897-41.2% |
| Participation rate | 86.7% | 78.1%+8.6pp | 74.6%+12.1pp | 82.5%+4.2pp |
| Annual return | 53.99% | 39.08%+14.9pp | 28.98%+25.0pp | 345.43%-291.4pp |
| Employer contribution / active EE | $4,176 | $3,315+26.0% | $2,779+50.3% | $4,764-12.3% |
| Participant deferral / active EE | $3,770 | $4,413-14.6% | $3,536+6.6% | $5,851-35.6% |
| Admin fee / account holder | $7,396 | $6,208+19.1% | $3,840+92.6% | $11,599-36.2% |