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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 | $139,537 | $111,830+24.8% | $93,696+48.9% | $145,884-4.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 15.05% | 204.08%-189.0pp | 133.74%-118.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $7,067 | $3,093+128.5% | $2,422+191.8% | $4,662+51.6% |
| Participant deferral / active EE | $9,976 | $4,920+102.8% | $4,417+125.9% | $6,690+49.1% |
| Admin fee / account holder | $8,002 | $10,249-21.9% | $8,287-3.4% | $13,392-40.2% |