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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 | $117,566 | $111,878+5.1% | $93,727+25.4% | $145,897-19.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 11.95% | 204.28%-192.3pp | 133.83%-121.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,704 | $3,092-12.6% | $2,421+11.7% | $4,663-42.0% |
| Participant deferral / active EE | $14,120 | $4,920+187.0% | $4,417+219.7% | $6,689+111.1% |
| Admin fee / account holder | $573 | $10,256-94.4% | $8,292-93.1% | $13,390-95.7% |