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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 | $134,165 | $103,008+30.2% | $90,304+48.6% | $152,897-12.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 13.48% | 95.22%-81.7pp | 78.13%-64.7pp | 345.43%-331.9pp |
| Employer contribution / active EE | $7,238 | $3,139+130.5% | $2,855+153.5% | $4,764+51.9% |
| Participant deferral / active EE | $7,315 | $4,281+70.9% | $3,885+88.3% | $5,851+25.0% |
| Admin fee / account holder | $1,263 | $6,175-79.5% | $5,354-76.4% | $11,599-89.1% |