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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 | $125,728 | $112,933+11.3% | $90,970+38.2% | $158,982-20.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 20.75% | 215.82%-195.1pp | 134.60%-113.8pp | 302.99%-282.2pp |
| Employer contribution / active EE | $1,680 | $2,893-41.9% | $2,122-20.8% | $4,763-64.7% |
| Participant deferral / active EE | $13,000 | $4,128+214.9% | $3,373+285.4% | $5,983+117.3% |
| Admin fee / account holder | $870 | $8,047-89.2% | $5,961-85.4% | $11,252-92.3% |