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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 | $128,789 | $111,830+15.2% | $93,696+37.5% | $145,884-11.7% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 9.62% | 204.08%-194.5pp | 133.74%-124.1pp | 551.85%-542.2pp |
| Employer contribution / active EE | $10,041 | $3,093+224.6% | $2,422+314.6% | $4,662+115.4% |
| Participant deferral / active EE | $7,452 | $4,920+51.5% | $4,417+68.7% | $6,690+11.4% |
| Admin fee / account holder | $3,878 | $10,249-62.2% | $8,287-53.2% | $13,392-71.0% |