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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 | $143,461 | $109,344+31.2% | $89,400+60.5% | $158,950-9.7% |
| Participation rate | 88.2% | 74.3%+14.0pp | 68.0%+20.3pp | 82.0%+6.3pp |
| Annual return | 16.30% | 345.73%-329.4pp | 245.64%-229.3pp | 302.91%-286.6pp |
| Employer contribution / active EE | $2,783 | $3,170-12.2% | $2,586+7.6% | $4,762-41.5% |
| Participant deferral / active EE | $11,153 | $4,599+142.5% | $3,890+186.7% | $5,983+86.4% |
| Admin fee / account holder | $1,263 | $6,154-79.5% | $4,882-74.1% | $11,248-88.8% |