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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 | $103,791 | $105,198-1.3% | $159,455-34.9% | $85,856+20.9% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.8%+7.6pp | 69.3%+21.2pp |
| Annual return | 20.53% | 45.08%-24.5pp | 263.63%-243.1pp | 318.58%-298.1pp |
| Employer contribution / active EE | $6,460 | $3,319+94.7% | $4,830+33.7% | $2,565+151.8% |
| Participant deferral / active EE | $7,528 | $5,946+26.6% | $7,353+2.4% | $3,952+90.5% |
| Admin fee / account holder | $1,347 | $6,934-80.6% | $10,800-87.5% | $6,261-78.5% |