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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 | $123,982-5.1% | $69,701+68.7% | $145,959-19.4% |
| Participation rate | 71.4% | 69.2%+2.2pp | 66.4%+5.0pp | 80.3%-8.9pp |
| Annual return | 14.09% | 191.01%-176.9pp | 100.32%-86.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,843 | $2,681+6.0% | $1,713+65.9% | $4,661-39.0% |
| Participant deferral / active EE | $12,180 | $4,236+187.6% | $2,887+321.9% | $6,689+82.1% |
| Admin fee / account holder | $8,686 | $7,867+10.4% | $4,717+84.2% | $13,398-35.2% |