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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 | $111,830+12.8% | $93,696+34.6% | $145,884-13.6% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.1pp |
| Annual return | 10.68% | 204.08%-193.4pp | 133.74%-123.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,731 | $3,093-11.7% | $2,422+12.8% | $4,662-41.4% |
| Participant deferral / active EE | $5,922 | $4,920+20.4% | $4,417+34.1% | $6,690-11.5% |
| Admin fee / account holder | $7,543 | $10,249-26.4% | $8,287-9.0% | $13,392-43.7% |