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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 | $102,382+13.1% | $147,005-21.2% | $80,874+43.2% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 11.89% | 134.89%-123.0pp | 418.76%-406.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $4,794 | $3,715+29.0% | $4,934-2.9% | $2,756+74.0% |
| Participant deferral / active EE | $8,572 | $6,646+29.0% | $8,070+6.2% | $4,297+99.5% |
| Admin fee / account holder | $945 | $7,942-88.1% | $13,006-92.7% | $6,935-86.4% |