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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 | $105,640 | $102,429+3.1% | $147,096-28.2% | $80,925+30.5% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 20.49% | 135.02%-114.5pp | 419.75%-399.3pp | 35.65%-15.2pp |
| Employer contribution / active EE | $6,286 | $3,716+69.2% | $4,936+27.4% | $2,756+128.1% |
| Participant deferral / active EE | $9,357 | $6,649+40.7% | $8,071+15.9% | $4,299+117.7% |
| Admin fee / account holder | $22,653 | $7,957+184.7% | $13,005+74.2% | $6,940+226.4% |