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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 | $130,930 | $100,073+30.8% | $85,126+53.8% | $145,877-10.2% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 24.49% | 84.11%-59.6pp | 66.63%-42.1pp | 551.28%-526.8pp |
| Employer contribution / active EE | $4,149 | $3,236+28.2% | $2,731+51.9% | $4,663-11.0% |
| Participant deferral / active EE | $13,127 | $5,294+148.0% | $4,523+190.2% | $6,691+96.2% |
| Admin fee / account holder | $1,111 | $7,261-84.7% | $6,160-82.0% | $13,402-91.7% |