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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 | $123,684 | $95,975+28.9% | $74,552+65.9% | $135,382-8.6% |
| Participation rate | 95.5% | 75.7%+19.8pp | 69.1%+26.3pp | 82.6%+12.8pp |
| Annual return | 32.39% | 56.96%-24.6pp | 32.53%-0.1pp | 519.77%-487.4pp |
| Employer contribution / active EE | $2,666 | $2,716-1.9% | $1,961+35.9% | $4,779-44.2% |
| Participant deferral / active EE | $7,490 | $3,844+94.9% | $3,108+141.0% | $5,609+33.5% |
| Admin fee / account holder | $1,478 | $6,522-77.3% | $5,060-70.8% | $10,829-86.4% |