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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 | $101,067 | $102,429-1.3% | $147,096-31.3% | $80,925+24.9% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 20.64% | 135.02%-114.4pp | 419.75%-399.1pp | 35.65%-15.0pp |
| Employer contribution / active EE | $5,292 | $3,716+42.4% | $4,936+7.2% | $2,756+92.0% |
| Participant deferral / active EE | $9,377 | $6,649+41.0% | $8,071+16.2% | $4,299+118.1% |
| Admin fee / account holder | $2,760 | $7,957-65.3% | $13,005-78.8% | $6,940-60.2% |