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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 | $130,537 | $109,344+19.4% | $89,400+46.0% | $158,950-17.9% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 16.99% | 345.73%-328.7pp | 245.64%-228.7pp | 302.91%-285.9pp |
| Employer contribution / active EE | $9,329 | $3,170+194.3% | $2,586+260.8% | $4,762+95.9% |
| Participant deferral / active EE | $6,369 | $4,599+38.5% | $3,890+63.7% | $5,983+6.4% |
| Admin fee / account holder | $3,869 | $6,154-37.1% | $4,882-20.8% | $11,248-65.6% |