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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 | $115,775 | $102,385+13.1% | $147,080-21.3% | $80,935+43.0% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 11.89% | 135.09%-123.2pp | 420.17%-408.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $4,794 | $3,717+29.0% | $4,933-2.8% | $2,757+73.9% |
| Participant deferral / active EE | $8,572 | $6,651+28.9% | $8,066+6.3% | $4,299+99.4% |
| Admin fee / account holder | $945 | $7,951-88.1% | $12,989-92.7% | $6,924-86.3% |