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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 | $132,225 | $106,247+24.5% | $96,515+37.0% | $139,466-5.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 16.86% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,316 | $4,106-43.6% | $3,740-38.1% | $4,754-51.3% |
| Participant deferral / active EE | $4,993 | $5,456-8.5% | $4,880+2.3% | $6,712-25.6% |
| Admin fee / account holder | $738 | $7,885-90.6% | $6,735-89.0% | $11,409-93.5% |