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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 | $111,787+15.2% | $93,681+37.5% | $145,978-11.8% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 9.62% | 203.52%-193.9pp | 133.47%-123.9pp | 550.52%-540.9pp |
| Employer contribution / active EE | $10,041 | $3,093+224.6% | $2,422+314.5% | $4,662+115.4% |
| Participant deferral / active EE | $7,452 | $4,918+51.5% | $4,415+68.8% | $6,690+11.4% |
| Admin fee / account holder | $3,878 | $10,256-62.2% | $8,290-53.2% | $13,400-71.1% |