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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 | $115,678 | $82,133+40.8% | $147,318-21.5% | $64,097+80.5% |
| Participation rate | 80.2% | 62.3%+17.9pp | 82.1%-1.9pp | 55.2%+25.0pp |
| Annual return | 20.23% | 78.78%-58.6pp | 70.43%-50.2pp | 34.64%-14.4pp |
| Employer contribution / active EE | $3,607 | $2,872+25.6% | $4,593-21.5% | $1,891+90.7% |
| Participant deferral / active EE | $8,462 | $5,407+56.5% | $7,906+7.0% | $3,080+174.7% |
| Admin fee / account holder | $6,852 | $3,730+83.7% | $13,708-50.0% | $3,454+98.4% |