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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 | $101,468 | $96,643+5.0% | $86,617+17.1% | $139,456-27.2% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 15.21% | 106.57%-91.4pp | 591.91%-576.7pp | 373.45%-358.2pp |
| Employer contribution / active EE | $9,054 | $3,264+177.4% | $3,023+199.5% | $4,753+90.5% |
| Participant deferral / active EE | $7,961 | $4,835+64.7% | $4,437+79.4% | $6,711+18.6% |
| Admin fee / account holder | $2,047 | $6,406-68.0% | $5,613-63.5% | $11,407-82.1% |