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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 | $125,039 | $105,198+18.9% | $159,455-21.6% | $85,856+45.6% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.8%-5.5pp | 69.3%+8.0pp |
| Annual return | 17.97% | 45.08%-27.1pp | 263.63%-245.7pp | 318.58%-300.6pp |
| Employer contribution / active EE | $5,005 | $3,319+50.8% | $4,830+3.6% | $2,565+95.1% |
| Participant deferral / active EE | $11,217 | $5,946+88.6% | $7,353+52.5% | $3,952+183.8% |
| Admin fee / account holder | $3,555 | $6,934-48.7% | $10,800-67.1% | $6,261-43.2% |