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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 | $136,749 | $107,363+27.4% | $92,909+47.2% | $152,897-10.6% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 20.17% | 145.63%-125.5pp | 109.44%-89.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $12,337 | $4,222+192.2% | $3,653+237.7% | $4,764+159.0% |
| Participant deferral / active EE | $2,828 | $4,848-41.7% | $4,238-33.3% | $5,851-51.7% |
| Admin fee / account holder | $2,932 | $7,082-58.6% | $5,795-49.4% | $11,599-74.7% |