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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 | $119,033 | $108,882+9.3% | $96,754+23.0% | $154,746-23.1% |
| Participation rate | 81.3% | 75.1%+6.2pp | 70.3%+11.0pp | 80.7%+0.5pp |
| Annual return | 13.31% | 98.39%-85.1pp | 82.04%-68.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $4,941 | $3,018+63.7% | $2,679+84.4% | $4,379+12.8% |
| Participant deferral / active EE | $7,916 | $5,323+48.7% | $4,758+66.4% | $6,730+17.6% |
| Admin fee / account holder | $1,189 | $10,200-88.3% | $8,905-86.6% | $14,365-91.7% |