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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 | $125,801 | $90,489+39.0% | $76,051+65.4% | $145,978-13.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 13.95% | 622.78%-608.8pp | 360.42%-346.5pp | 550.52%-536.6pp |
| Employer contribution / active EE | $9,245 | $3,319+178.5% | $2,690+243.7% | $4,662+98.3% |
| Participant deferral / active EE | $6,116 | $5,164+18.4% | $4,257+43.7% | $6,690-8.6% |
| Admin fee / account holder | $1,638 | $8,374-80.4% | $6,416-74.5% | $13,400-87.8% |