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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 | $113,640 | $102,422+11.0% | $147,117-22.8% | $80,959+40.4% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.6pp |
| Annual return | 14.51% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $6,612 | $3,717+77.9% | $4,932+34.1% | $2,757+139.8% |
| Participant deferral / active EE | $9,462 | $6,652+42.2% | $8,065+17.3% | $4,300+120.0% |
| Admin fee / account holder | $2,984 | $7,953-62.5% | $12,993-77.0% | $6,925-56.9% |