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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 | $135,106 | $115,814+16.7% | $101,275+33.4% | $158,982-15.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 14.75% | 56.16%-41.4pp | 46.48%-31.7pp | 302.99%-288.2pp |
| Employer contribution / active EE | $11,269 | $4,176+169.9% | $3,660+207.9% | $4,763+136.6% |
| Participant deferral / active EE | $8,943 | $4,958+80.4% | $4,371+104.6% | $5,983+49.5% |
| Admin fee / account holder | $556 | $7,249-92.3% | $5,948-90.6% | $11,252-95.1% |