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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 | $132,342 | $102,422+29.2% | $147,117-10.0% | $80,959+63.5% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.2pp | 67.7%+23.8pp |
| Annual return | 43.50% | 135.16%-91.7pp | 420.54%-377.0pp | 35.67%+7.8pp |
| Employer contribution / active EE | $3,010 | $3,717-19.0% | $4,932-39.0% | $2,757+9.2% |
| Participant deferral / active EE | $10,804 | $6,652+62.4% | $8,065+34.0% | $4,300+151.2% |
| Admin fee / account holder | $9,732 | $7,953+22.4% | $12,993-25.1% | $6,925+40.5% |