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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 | $133,813 | $103,008+29.9% | $90,304+48.2% | $152,897-12.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 15.86% | 95.22%-79.4pp | 78.13%-62.3pp | 345.43%-329.6pp |
| Employer contribution / active EE | $3,783 | $3,139+20.5% | $2,855+32.5% | $4,764-20.6% |
| Participant deferral / active EE | $4,997 | $4,281+16.7% | $3,885+28.6% | $5,851-14.6% |
| Admin fee / account holder | $33,100 | $6,175+436.1% | $5,354+518.2% | $11,599+185.4% |