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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 | $139,135 | $105,200+32.3% | $159,474-12.8% | $85,847+62.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 14.76% | 45.08%-30.3pp | 263.68%-248.9pp | 318.61%-303.8pp |
| Employer contribution / active EE | $3,598 | $3,319+8.4% | $4,831-25.5% | $2,565+40.3% |
| Participant deferral / active EE | $8,667 | $5,946+45.8% | $7,353+17.9% | $3,952+119.3% |
| Admin fee / account holder | $4,771 | $6,934-31.2% | $10,802-55.8% | $6,261-23.8% |