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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 | $122,427 | $106,008+15.5% | $92,240+32.7% | $147,586-17.0% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 10.64% | 50.05%-39.4pp | 176.29%-165.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $4,755 | $4,333+9.7% | $3,680+29.2% | $4,876-2.5% |
| Participant deferral / active EE | $6,691 | $4,478+49.4% | $3,897+71.7% | $5,439+23.0% |
| Admin fee / account holder | $2,864 | $6,333-54.8% | $5,194-44.9% | $10,886-73.7% |