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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 | $117,508 | $105,210+11.7% | $159,487-26.3% | $85,851+36.9% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.8pp | 69.3%+28.3pp |
| Annual return | 14.49% | 45.08%-30.6pp | 263.71%-249.2pp | 318.63%-304.1pp |
| Employer contribution / active EE | $7,088 | $3,319+113.5% | $4,831+46.7% | $2,565+176.3% |
| Participant deferral / active EE | $4,903 | $5,946-17.5% | $7,354-33.3% | $3,952+24.0% |
| Admin fee / account holder | $3,677 | $6,934-47.0% | $10,804-66.0% | $6,261-41.3% |