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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 | $144,366 | $100,139+44.2% | $85,187+69.5% | $145,884-1.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 9.51% | 84.15%-74.6pp | 66.67%-57.2pp | 551.85%-542.3pp |
| Employer contribution / active EE | $13,940 | $3,238+330.5% | $2,732+410.2% | $4,662+199.0% |
| Participant deferral / active EE | $7,403 | $5,296+39.8% | $4,525+63.6% | $6,690+10.7% |
| Admin fee / account holder | $8,221 | $7,262+13.2% | $6,162+33.4% | $13,392-38.6% |