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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 | $132,945 | $105,198+26.4% | $159,455-16.6% | $85,856+54.8% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 13.19% | 45.08%-31.9pp | 263.63%-250.4pp | 318.58%-305.4pp |
| Employer contribution / active EE | $4,465 | $3,319+34.5% | $4,830-7.6% | $2,565+74.1% |
| Participant deferral / active EE | $5,320 | $5,946-10.5% | $7,353-27.7% | $3,952+34.6% |
| Admin fee / account holder | $868 | $6,934-87.5% | $10,800-92.0% | $6,261-86.1% |