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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 | $117,597 | $72,071+63.2% | $68,368+72.0% | $137,256-14.3% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 13.36% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,505 | $2,788+25.7% | $2,649+32.3% | $4,156-15.7% |
| Participant deferral / active EE | $5,463 | $4,410+23.9% | $4,123+32.5% | $6,407-14.7% |
| Admin fee / account holder | $3,414 | $5,336-36.0% | $5,150-33.7% | $12,270-72.2% |