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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 | $126,114 | $111,787+12.8% | $93,681+34.6% | $145,978-13.6% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 10.68% | 203.52%-192.8pp | 133.47%-122.8pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,731 | $3,093-11.7% | $2,422+12.7% | $4,662-41.4% |
| Participant deferral / active EE | $5,922 | $4,918+20.4% | $4,415+34.1% | $6,690-11.5% |
| Admin fee / account holder | $7,543 | $10,256-26.5% | $8,290-9.0% | $13,400-43.7% |