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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 | $129,906 | $111,535+16.5% | $105,223+23.5% | $137,256-5.4% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 16.72% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,650 | $3,939+43.4% | $3,689+53.2% | $4,156+36.0% |
| Participant deferral / active EE | $8,930 | $5,500+62.4% | $5,072+76.1% | $6,407+39.4% |
| Admin fee / account holder | $9,568 | $9,721-1.6% | $8,859+8.0% | $12,270-22.0% |