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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 | $134,896 | $111,830+20.6% | $93,696+44.0% | $145,884-7.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 27.57% | 204.08%-176.5pp | 133.74%-106.2pp | 551.85%-524.3pp |
| Employer contribution / active EE | $8,957 | $3,093+189.6% | $2,422+269.8% | $4,662+92.1% |
| Participant deferral / active EE | $15,853 | $4,920+222.2% | $4,417+258.9% | $6,690+137.0% |
| Admin fee / account holder | $1,438 | $10,249-86.0% | $8,287-82.6% | $13,392-89.3% |