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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 | $133,757 | $107,363+24.6% | $92,909+44.0% | $152,897-12.5% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.5%+8.0pp |
| Annual return | 21.16% | 145.63%-124.5pp | 109.44%-88.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $3,700 | $4,222-12.4% | $3,653+1.3% | $4,764-22.3% |
| Participant deferral / active EE | $8,940 | $4,848+84.4% | $4,238+111.0% | $5,851+52.8% |
| Admin fee / account holder | $6,748 | $7,082-4.7% | $5,795+16.4% | $11,599-41.8% |