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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 | $124,045 | $102,385+21.2% | $147,080-15.7% | $80,935+53.3% |
| Participation rate | 81.6% | 75.9%+5.7pp | 82.2%-0.6pp | 67.7%+13.9pp |
| Annual return | 34.12% | 135.09%-101.0pp | 420.17%-386.0pp | 35.66%-1.5pp |
| Employer contribution / active EE | $3,219 | $3,717-13.4% | $4,933-34.8% | $2,757+16.8% |
| Participant deferral / active EE | $10,167 | $6,651+52.9% | $8,066+26.0% | $4,299+136.5% |
| Admin fee / account holder | $8,080 | $7,951+1.6% | $12,989-37.8% | $6,924+16.7% |