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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 | $126,948 | $217,432-41.6% | $185,849-31.7% | $167,536-24.2% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 13.04% | 148.42%-135.4pp | 122.10%-109.1pp | 478.82%-465.8pp |
| Employer contribution / active EE | $10,065 | $5,875+71.3% | $5,169+94.7% | $4,839+108.0% |
| Participant deferral / active EE | $9,586 | $6,357+50.8% | $5,569+72.1% | $6,342+51.2% |
| Admin fee / account holder | $6,197 | $19,818-68.7% | $16,244-61.9% | $12,315-49.7% |