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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 | $141,108 | $112,131+25.8% | $95,964+47.0% | $158,982-11.2% |
| Participation rate | 95.8% | 79.0%+16.8pp | 77.1%+18.7pp | 82.0%+13.9pp |
| Annual return | 18.05% | 171.19%-153.1pp | 91.64%-73.6pp | 302.99%-284.9pp |
| Employer contribution / active EE | $2,710 | $3,199-15.3% | $2,541+6.6% | $4,763-43.1% |
| Participant deferral / active EE | $7,392 | $4,784+54.5% | $4,167+77.4% | $5,983+23.5% |
| Admin fee / account holder | $18,742 | $10,136+84.9% | $6,797+175.7% | $11,252+66.6% |