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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 | $136,714 | $111,535+22.6% | $105,223+29.9% | $137,256-0.4% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 15.11% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,209 | $3,939-18.5% | $3,689-13.0% | $4,156-22.8% |
| Participant deferral / active EE | $10,011 | $5,500+82.0% | $5,072+97.4% | $6,407+56.3% |
| Admin fee / account holder | $1,031 | $9,721-89.4% | $8,859-88.4% | $12,270-91.6% |