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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 | $135,577 | $129,476+4.7% | $93,515+45.0% | $158,982-14.7% |
| Participation rate | 85.7% | 71.0%+14.7pp | 66.8%+18.9pp | 82.0%+3.7pp |
| Annual return | 19.18% | 118.56%-99.4pp | 78.21%-59.0pp | 302.99%-283.8pp |
| Employer contribution / active EE | $13,389 | $2,717+392.8% | $2,077+544.5% | $4,763+181.1% |
| Participant deferral / active EE | $11,028 | $3,916+181.7% | $3,129+252.5% | $5,983+84.3% |
| Admin fee / account holder | $818 | $7,396-88.9% | $5,235-84.4% | $11,252-92.7% |