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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 | $117,154 | $106,008+10.5% | $92,240+27.0% | $147,586-20.6% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 13.79% | 50.05%-36.3pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,017 | $4,333-53.4% | $3,680-45.2% | $4,876-58.6% |
| Participant deferral / active EE | $5,886 | $4,478+31.4% | $3,897+51.0% | $5,439+8.2% |
| Admin fee / account holder | $893 | $6,333-85.9% | $5,194-82.8% | $10,886-91.8% |