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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 | $115,196 | $81,208+41.9% | $98,920+16.5% | $79,852+44.3% |
| Participation rate | 78.8% | 72.5%+6.3pp | 76.0%+2.8pp | 69.6%+9.1pp |
| Annual return | 15.82% | 60.99%-45.2pp | 196.47%-180.7pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,150 | $1,960-41.3% | $2,689-57.2% | $2,471-53.4% |
| Participant deferral / active EE | $6,114 | $3,265+87.2% | $4,245+44.0% | $3,740+63.4% |
| Admin fee / account holder | $6,675 | $6,013+11.0% | $6,643+0.5% | $5,306+25.8% |