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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 | $122,849 | $105,195+16.8% | $159,450-23.0% | $85,854+43.1% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.8%+10.4pp | 69.3%+23.9pp |
| Annual return | 14.09% | 45.08%-31.0pp | 263.60%-249.5pp | 318.56%-304.5pp |
| Employer contribution / active EE | $3,726 | $3,319+12.3% | $4,830-22.8% | $2,565+45.3% |
| Participant deferral / active EE | $9,234 | $5,946+55.3% | $7,352+25.6% | $3,952+133.7% |
| Admin fee / account holder | $5,664 | $6,934-18.3% | $10,800-47.6% | $6,260-9.5% |