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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 | $117,014 | $102,385+14.3% | $147,080-20.4% | $80,935+44.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 26.27% | 135.09%-108.8pp | 420.17%-393.9pp | 35.66%-9.4pp |
| Employer contribution / active EE | $3,465 | $3,717-6.8% | $4,933-29.8% | $2,757+25.7% |
| Participant deferral / active EE | $6,503 | $6,651-2.2% | $8,066-19.4% | $4,299+51.3% |
| Admin fee / account holder | $928 | $7,951-88.3% | $12,989-92.9% | $6,924-86.6% |