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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 | $121,080 | $107,363+12.8% | $92,909+30.3% | $152,897-20.8% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.0%+19.4pp | 82.5%+13.0pp |
| Annual return | 21.44% | 145.63%-124.2pp | 109.44%-88.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $8,345 | $4,222+97.6% | $3,653+128.4% | $4,764+75.2% |
| Participant deferral / active EE | $3,443 | $4,848-29.0% | $4,238-18.8% | $5,851-41.2% |
| Admin fee / account holder | $5,944 | $7,082-16.1% | $5,795+2.6% | $11,599-48.8% |