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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 | $138,114 | $110,379+25.1% | $102,412+34.9% | $145,884-5.3% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 13.74% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $5,102 | $4,216+21.0% | $3,870+31.8% | $4,662+9.4% |
| Participant deferral / active EE | $3,990 | $5,622-29.0% | $5,060-21.1% | $6,690-40.4% |
| Admin fee / account holder | $4,144 | $9,745-57.5% | $8,388-50.6% | $13,392-69.1% |