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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 | $133,997 | $112,112+19.5% | $95,956+39.6% | $158,950-15.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 20.52% | 171.15%-150.6pp | 91.63%-71.1pp | 302.91%-282.4pp |
| Employer contribution / active EE | $5,111 | $3,199+59.8% | $2,541+101.1% | $4,762+7.3% |
| Participant deferral / active EE | $8,778 | $4,784+83.5% | $4,167+110.7% | $5,983+46.7% |
| Admin fee / account holder | $3,502 | $10,134-65.4% | $6,797-48.5% | $11,248-68.9% |