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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 | $100,203+30.7% | $85,240+53.6% | $145,897-10.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 24.49% | 84.28%-59.8pp | 66.75%-42.3pp | 552.29%-527.8pp |
| Employer contribution / active EE | $4,149 | $3,242+28.0% | $2,735+51.7% | $4,663-11.0% |
| Participant deferral / active EE | $13,127 | $5,299+147.8% | $4,527+190.0% | $6,689+96.2% |
| Admin fee / account holder | $1,111 | $7,265-84.7% | $6,165-82.0% | $13,390-91.7% |