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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 | $102,393+11.1% | $147,041-22.6% | $80,911+40.6% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 16.90% | 134.95%-118.0pp | 419.21%-402.3pp | 35.63%-18.7pp |
| Employer contribution / active EE | $5,979 | $3,715+60.9% | $4,935+21.2% | $2,756+117.0% |
| Participant deferral / active EE | $9,329 | $6,647+40.3% | $8,071+15.6% | $4,297+117.1% |
| Admin fee / account holder | $10,958 | $7,943+38.0% | $13,006-15.7% | $6,935+58.0% |