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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 | $114,892 | $102,429+12.2% | $147,096-21.9% | $80,925+42.0% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 15.66% | 135.02%-119.4pp | 419.75%-404.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $4,066 | $3,716+9.4% | $4,936-17.6% | $2,756+47.5% |
| Participant deferral / active EE | $9,385 | $6,649+41.2% | $8,071+16.3% | $4,299+118.3% |
| Admin fee / account holder | $8,354 | $7,957+5.0% | $13,005-35.8% | $6,940+20.4% |