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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 | $125,834 | $107,368+17.2% | $92,915+35.4% | $152,909-17.7% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.5%+13.4pp |
| Annual return | 52.26% | 145.64%-93.4pp | 109.45%-57.2pp | 345.46%-293.2pp |
| Employer contribution / active EE | $4,801 | $4,222+13.7% | $3,653+31.4% | $4,764+0.8% |
| Participant deferral / active EE | $10,801 | $4,848+122.8% | $4,238+154.9% | $5,851+84.6% |
| Admin fee / account holder | $1,766 | $7,082-75.1% | $5,796-69.5% | $11,601-84.8% |