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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 | $111,814+24.8% | $93,654+49.0% | $145,959-4.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 15.05% | 203.30%-188.2pp | 133.34%-118.3pp | 561.95%-546.9pp |
| Employer contribution / active EE | $7,067 | $3,092+128.6% | $2,421+191.9% | $4,661+51.6% |
| Participant deferral / active EE | $9,976 | $4,914+103.0% | $4,413+126.1% | $6,689+49.2% |
| Admin fee / account holder | $8,002 | $10,246-21.9% | $8,282-3.4% | $13,398-40.3% |