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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 | $120,095 | $107,944+11.3% | $91,994+30.5% | $152,885-21.4% |
| Participation rate | 77.8% | 81.2%-3.4pp | 78.6%-0.9pp | 82.5%-4.7pp |
| Annual return | 25.98% | 89.26%-63.3pp | 69.03%-43.0pp | 345.39%-319.4pp |
| Employer contribution / active EE | $6,995 | $4,210+66.1% | $3,452+102.6% | $4,763+46.9% |
| Participant deferral / active EE | $6,836 | $6,365+7.4% | $5,923+15.4% | $5,851+16.8% |
| Admin fee / account holder | $301 | $10,521-97.1% | $7,743-96.1% | $11,598-97.4% |