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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 | $105,414 | $102,429+2.9% | $147,096-28.3% | $80,925+30.3% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+31.0pp |
| Annual return | 22.07% | 135.02%-113.0pp | 419.75%-397.7pp | 35.65%-13.6pp |
| Employer contribution / active EE | $6,994 | $3,716+88.2% | $4,936+41.7% | $2,756+153.7% |
| Participant deferral / active EE | $7,228 | $6,649+8.7% | $8,071-10.5% | $4,299+68.1% |
| Admin fee / account holder | $2,775 | $7,957-65.1% | $13,005-78.7% | $6,940-60.0% |