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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 | $102,422+3.1% | $147,117-28.2% | $80,959+30.5% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 20.49% | 135.16%-114.7pp | 420.54%-400.0pp | 35.67%-15.2pp |
| Employer contribution / active EE | $6,286 | $3,717+69.1% | $4,932+27.4% | $2,757+128.0% |
| Participant deferral / active EE | $9,357 | $6,652+40.7% | $8,065+16.0% | $4,300+117.6% |
| Admin fee / account holder | $22,653 | $7,953+184.8% | $12,993+74.3% | $6,925+227.1% |