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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 | $114,060 | $111,878+1.9% | $93,727+21.7% | $145,897-21.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 11.33% | 204.28%-192.9pp | 133.83%-122.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $15,275 | $3,092+394.0% | $2,421+530.9% | $4,663+227.6% |
| Participant deferral / active EE | $19,690 | $4,920+300.2% | $4,417+345.8% | $6,689+194.4% |
| Admin fee / account holder | $2,769 | $10,256-73.0% | $8,292-66.6% | $13,390-79.3% |