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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 | $105,867 | $107,341-1.4% | $92,897+14.0% | $152,870-30.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 15.87% | 145.59%-129.7pp | 109.42%-93.6pp | 345.34%-329.5pp |
| Employer contribution / active EE | $6,342 | $4,221+50.2% | $3,653+73.6% | $4,763+33.2% |
| Participant deferral / active EE | $3,501 | $4,847-27.8% | $4,238-17.4% | $5,850-40.2% |
| Admin fee / account holder | $9,354 | $7,080+32.1% | $5,794+61.4% | $11,597-19.3% |