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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 | $131,728 | $103,038+27.8% | $90,324+45.8% | $152,909-13.9% |
| Participation rate | 95.5% | 75.9%+19.6pp | 73.3%+22.2pp | 82.5%+13.0pp |
| Annual return | 18.90% | 95.25%-76.3pp | 78.15%-59.2pp | 345.46%-326.6pp |
| Employer contribution / active EE | $9,091 | $3,141+189.5% | $2,856+218.3% | $4,764+90.8% |
| Participant deferral / active EE | $2,735 | $4,282-36.1% | $3,885-29.6% | $5,851-53.3% |
| Admin fee / account holder | $2,906 | $6,177-53.0% | $5,356-45.7% | $11,601-75.0% |