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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 | $113,772 | $102,385+11.1% | $147,080-22.6% | $80,935+40.6% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 16.90% | 135.09%-118.2pp | 420.17%-403.3pp | 35.66%-18.8pp |
| Employer contribution / active EE | $5,979 | $3,717+60.9% | $4,933+21.2% | $2,757+116.9% |
| Participant deferral / active EE | $9,329 | $6,651+40.3% | $8,066+15.6% | $4,299+117.0% |
| Admin fee / account holder | $10,958 | $7,951+37.8% | $12,989-15.6% | $6,924+58.3% |