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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 | $88,109 | $70,366+25.2% | $66,674+32.1% | $138,895-36.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 19.95% | 386.41%-366.5pp | 321.24%-301.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $4,867 | $2,765+76.0% | $2,620+85.8% | $4,194+16.0% |
| Participant deferral / active EE | $10,116 | $4,374+131.3% | $4,084+147.7% | $6,396+58.2% |
| Admin fee / account holder | $1,392 | $5,262-73.5% | $5,098-72.7% | $12,562-88.9% |