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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 | $119,889 | $104,953+14.2% | $84,637+41.7% | $152,909-21.6% |
| Participation rate | 95.5% | 74.8%+20.6pp | 68.2%+27.2pp | 82.5%+13.0pp |
| Annual return | 20.55% | 373.94%-353.4pp | 258.82%-238.3pp | 345.46%-324.9pp |
| Employer contribution / active EE | $2,672 | $3,304-19.1% | $2,653+0.7% | $4,764-43.9% |
| Participant deferral / active EE | $7,403 | $4,691+57.8% | $3,900+89.8% | $5,851+26.5% |
| Admin fee / account holder | $21,750 | $6,244+248.3% | $4,914+342.6% | $11,601+87.5% |