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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 | $143,674 | $112,933+27.2% | $90,970+57.9% | $158,982-9.6% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 10.05% | 215.82%-205.8pp | 134.60%-124.5pp | 302.99%-292.9pp |
| Employer contribution / active EE | $2,485 | $2,893-14.1% | $2,122+17.1% | $4,763-47.8% |
| Participant deferral / active EE | $5,950 | $4,128+44.1% | $3,373+76.4% | $5,983-0.6% |
| Admin fee / account holder | $923 | $8,047-88.5% | $5,961-84.5% | $11,252-91.8% |