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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 | $114,842 | $102,663+11.9% | $86,216+33.2% | $139,466-17.7% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.0%+26.0pp | 80.3%+14.7pp |
| Annual return | 12.72% | 1924.52%-1911.8pp | 1169.42%-1156.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $2,660 | $3,035-12.3% | $2,382+11.7% | $4,754-44.0% |
| Participant deferral / active EE | $2,227 | $4,677-52.4% | $3,986-44.1% | $6,712-66.8% |
| Admin fee / account holder | $9,439 | $8,663+9.0% | $6,853+37.7% | $11,409-17.3% |