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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 | $116,378 | $112,131+3.8% | $95,964+21.3% | $158,982-26.8% |
| Participation rate | 95.2% | 79.0%+16.2pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 13.19% | 171.19%-158.0pp | 91.64%-78.5pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,270 | $3,199-60.3% | $2,541-50.0% | $4,763-73.3% |
| Participant deferral / active EE | $5,875 | $4,784+22.8% | $4,167+41.0% | $5,983-1.8% |
| Admin fee / account holder | $20,555 | $10,136+102.8% | $6,797+202.4% | $11,252+82.7% |