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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 | $109,194 | $137,414-20.5% | $189,537-42.4% | $85,847+27.2% |
| Participation rate | 89.0% | 84.6%+4.4pp | 87.8%+1.2pp | 69.3%+19.7pp |
| Annual return | 15.02% | 38.14%-23.1pp | 555.34%-540.3pp | 318.61%-303.6pp |
| Employer contribution / active EE | $7,352 | $4,344+69.2% | $6,161+19.3% | $2,565+186.6% |
| Participant deferral / active EE | $11,557 | $6,260+84.6% | $8,220+40.6% | $3,952+192.4% |
| Admin fee / account holder | $4,804 | $8,630-44.3% | $12,048-60.1% | $6,261-23.3% |