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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 | $138,123 | $105,210+31.3% | $159,487-13.4% | $85,851+60.9% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.8%+7.6pp | 69.3%+21.2pp |
| Annual return | 15.28% | 45.08%-29.8pp | 263.71%-248.4pp | 318.63%-303.4pp |
| Employer contribution / active EE | $3,668 | $3,319+10.5% | $4,831-24.1% | $2,565+43.0% |
| Participant deferral / active EE | $9,074 | $5,946+52.6% | $7,354+23.4% | $3,952+129.6% |
| Admin fee / account holder | $8,844 | $6,934+27.5% | $10,804-18.1% | $6,261+41.3% |