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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 | $99,995+30.9% | $85,063+53.9% | $145,978-10.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 24.49% | 83.99%-59.5pp | 66.54%-42.0pp | 550.52%-526.0pp |
| Employer contribution / active EE | $4,149 | $3,231+28.4% | $2,727+52.1% | $4,662-11.0% |
| Participant deferral / active EE | $13,127 | $5,295+147.9% | $4,523+190.3% | $6,690+96.2% |
| Admin fee / account holder | $1,111 | $7,255-84.7% | $6,155-82.0% | $13,400-91.7% |