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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 | $109,450 | $102,429+6.9% | $147,096-25.6% | $80,925+35.2% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 13.37% | 135.02%-121.7pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $4,968 | $3,716+33.7% | $4,936+0.7% | $2,756+80.3% |
| Participant deferral / active EE | $7,573 | $6,649+13.9% | $8,071-6.2% | $4,299+76.2% |
| Admin fee / account holder | $5,898 | $7,957-25.9% | $13,005-54.6% | $6,940-15.0% |