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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 | $141,243 | $109,411+29.1% | $89,435+57.9% | $158,982-11.2% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.0%+27.5pp | 82.0%+13.5pp |
| Annual return | 16.12% | 345.68%-329.6pp | 245.55%-229.4pp | 302.99%-286.9pp |
| Employer contribution / active EE | $1,935 | $3,173-39.0% | $2,587-25.2% | $4,763-59.4% |
| Participant deferral / active EE | $7,654 | $4,600+66.4% | $3,890+96.7% | $5,983+27.9% |
| Admin fee / account holder | $7,049 | $6,159+14.5% | $4,884+44.3% | $11,252-37.4% |