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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 | $129,651 | $111,830+15.9% | $93,696+38.4% | $145,884-11.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 17.10% | 204.08%-187.0pp | 133.74%-116.6pp | 551.85%-534.7pp |
| Employer contribution / active EE | $3,161 | $3,093+2.2% | $2,422+30.5% | $4,662-32.2% |
| Participant deferral / active EE | $7,270 | $4,920+47.8% | $4,417+64.6% | $6,690+8.7% |
| Admin fee / account holder | $2,402 | $10,249-76.6% | $8,287-71.0% | $13,392-82.1% |