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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 | $131,431 | $90,691+44.9% | $76,119+72.7% | $145,884-9.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 15.35% | 624.52%-609.2pp | 361.25%-345.9pp | 551.85%-536.5pp |
| Employer contribution / active EE | $2,533 | $3,329-23.9% | $2,693-5.9% | $4,662-45.7% |
| Participant deferral / active EE | $6,246 | $5,167+20.9% | $4,259+46.6% | $6,690-6.6% |
| Admin fee / account holder | $6,398 | $8,383-23.7% | $6,421-0.4% | $13,392-52.2% |