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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 | $135,160 | $125,190+8.0% | $105,624+28.0% | $145,897-7.4% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 13.79% | 225.22%-211.4pp | 116.20%-102.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,580 | $3,720-30.7% | $3,168-18.6% | $4,663-44.7% |
| Participant deferral / active EE | $5,630 | $5,716-1.5% | $5,013+12.3% | $6,689-15.8% |
| Admin fee / account holder | $3,569 | $17,138-79.2% | $10,961-67.4% | $13,390-73.4% |