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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 | $123,315 | $103,038+19.7% | $90,324+36.5% | $152,909-19.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 18.07% | 95.25%-77.2pp | 78.15%-60.1pp | 345.46%-327.4pp |
| Employer contribution / active EE | $7,683 | $3,141+144.6% | $2,856+169.0% | $4,764+61.3% |
| Participant deferral / active EE | $5,670 | $4,282+32.4% | $3,885+45.9% | $5,851-3.1% |
| Admin fee / account holder | $1,256 | $6,177-79.7% | $5,356-76.6% | $11,601-89.2% |