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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 | $128,981 | $111,830+15.3% | $93,696+37.7% | $145,884-11.6% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 20.86% | 204.08%-183.2pp | 133.74%-112.9pp | 551.85%-531.0pp |
| Employer contribution / active EE | $7,310 | $3,093+136.3% | $2,422+201.8% | $4,662+56.8% |
| Participant deferral / active EE | $5,840 | $4,920+18.7% | $4,417+32.2% | $6,690-12.7% |
| Admin fee / account holder | $972 | $10,249-90.5% | $8,287-88.3% | $13,392-92.7% |