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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 | $131,569 | $115,810+13.6% | $101,271+29.9% | $158,966-17.2% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 11.02% | 56.15%-45.1pp | 46.48%-35.5pp | 302.95%-291.9pp |
| Employer contribution / active EE | $1,370 | $4,175-67.2% | $3,660-62.6% | $4,762-71.2% |
| Participant deferral / active EE | $6,674 | $4,958+34.6% | $4,371+52.7% | $5,983+11.5% |
| Admin fee / account holder | $6,110 | $7,248-15.7% | $5,948+2.7% | $11,250-45.7% |