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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 | $128,560 | $107,341+19.8% | $92,897+38.4% | $152,870-15.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 19.61% | 145.59%-126.0pp | 109.42%-89.8pp | 345.34%-325.7pp |
| Employer contribution / active EE | $7,155 | $4,221+69.5% | $3,653+95.9% | $4,763+50.2% |
| Participant deferral / active EE | $6,864 | $4,847+41.6% | $4,238+62.0% | $5,850+17.3% |
| Admin fee / account holder | $5,185 | $7,080-26.8% | $5,794-10.5% | $11,597-55.3% |