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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 | $112,363 | $102,385+9.7% | $147,080-23.6% | $80,935+38.8% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 12.21% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $4,080 | $3,717+9.8% | $4,933-17.3% | $2,757+48.0% |
| Participant deferral / active EE | $9,982 | $6,651+50.1% | $8,066+23.7% | $4,299+132.2% |
| Admin fee / account holder | $16,451 | $7,951+106.9% | $12,989+26.7% | $6,924+137.6% |