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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 | $137,080 | $125,193+9.5% | $105,591+29.8% | $145,978-6.1% |
| Participation rate | 95.5% | 77.6%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 12.39% | 225.53%-213.1pp | 116.43%-104.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $8,488 | $3,718+128.3% | $3,166+168.1% | $4,662+82.1% |
| Participant deferral / active EE | $6,157 | $5,708+7.9% | $5,008+22.9% | $6,690-8.0% |
| Admin fee / account holder | $1,610 | $17,277-90.7% | $11,024-85.4% | $13,400-88.0% |