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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 | $131,321 | $112,933+16.3% | $90,970+44.4% | $158,982-17.4% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 8.97% | 215.82%-206.8pp | 134.60%-125.6pp | 302.99%-294.0pp |
| Employer contribution / active EE | $1,980 | $2,893-31.6% | $2,122-6.7% | $4,763-58.4% |
| Participant deferral / active EE | $11,375 | $4,128+175.6% | $3,373+237.2% | $5,983+90.1% |
| Admin fee / account holder | $550 | $8,047-93.2% | $5,961-90.8% | $11,252-95.1% |