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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 | $124,781 | $107,363+16.2% | $92,909+34.3% | $152,897-18.4% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 20.13% | 145.63%-125.5pp | 109.44%-89.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $9,375 | $4,222+122.0% | $3,653+156.6% | $4,764+96.8% |
| Participant deferral / active EE | $1,463 | $4,848-69.8% | $4,238-65.5% | $5,851-75.0% |
| Admin fee / account holder | $3,745 | $7,082-47.1% | $5,795-35.4% | $11,599-67.7% |