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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 | $126,192 | $102,422+23.2% | $147,117-14.2% | $80,959+55.9% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 14.34% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,449 | $3,717-7.2% | $4,932-30.1% | $2,757+25.1% |
| Participant deferral / active EE | $8,164 | $6,652+22.7% | $8,065+1.2% | $4,300+89.9% |
| Admin fee / account holder | $3,524 | $7,953-55.7% | $12,993-72.9% | $6,925-49.1% |