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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 | $102,422+2.9% | $147,117-28.3% | $80,959+30.2% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 22.07% | 135.16%-113.1pp | 420.54%-398.5pp | 35.67%-13.6pp |
| Employer contribution / active EE | $6,994 | $3,717+88.1% | $4,932+41.8% | $2,757+153.7% |
| Participant deferral / active EE | $7,228 | $6,652+8.7% | $8,065-10.4% | $4,300+68.1% |
| Admin fee / account holder | $2,775 | $7,953-65.1% | $12,993-78.6% | $6,925-59.9% |