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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 | $111,830+2.0% | $93,696+21.7% | $145,884-21.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 11.33% | 204.08%-192.7pp | 133.74%-122.4pp | 551.85%-540.5pp |
| Employer contribution / active EE | $15,275 | $3,093+393.9% | $2,422+530.7% | $4,662+227.6% |
| Participant deferral / active EE | $19,690 | $4,920+300.2% | $4,417+345.8% | $6,690+194.3% |
| Admin fee / account holder | $2,769 | $10,249-73.0% | $8,287-66.6% | $13,392-79.3% |