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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 | $126,532 | $121,656+4.0% | $104,614+21.0% | $158,950-20.4% |
| Participation rate | 84.6% | 77.5%+7.1pp | 74.1%+10.5pp | 82.0%+2.7pp |
| Annual return | 14.63% | 465.51%-450.9pp | 340.56%-325.9pp | 302.91%-288.3pp |
| Employer contribution / active EE | $2,901 | $3,164-8.3% | $2,681+8.2% | $4,762-39.1% |
| Participant deferral / active EE | $10,223 | $4,177+144.7% | $3,739+173.4% | $5,983+70.9% |
| Admin fee / account holder | $6,348 | $7,775-18.4% | $6,464-1.8% | $11,248-43.6% |