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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 | $117,608 | $123,859-5.0% | $69,632+68.9% | $145,897-19.4% |
| Participation rate | 71.4% | 69.2%+2.2pp | 66.4%+5.0pp | 80.3%-8.9pp |
| Annual return | 14.09% | 192.49%-178.4pp | 101.32%-87.2pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,843 | $2,673+6.3% | $1,708+66.4% | $4,663-39.0% |
| Participant deferral / active EE | $12,180 | $4,242+187.1% | $2,889+321.6% | $6,689+82.1% |
| Admin fee / account holder | $8,686 | $7,817+11.1% | $4,695+85.0% | $13,390-35.1% |