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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 | $120,555 | $102,385+17.7% | $147,080-18.0% | $80,935+49.0% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 18.62% | 135.09%-116.5pp | 420.17%-401.5pp | 35.66%-17.0pp |
| Employer contribution / active EE | $4,443 | $3,717+19.5% | $4,933-9.9% | $2,757+61.2% |
| Participant deferral / active EE | $11,187 | $6,651+68.2% | $8,066+38.7% | $4,299+160.2% |
| Admin fee / account holder | $18,194 | $7,951+128.8% | $12,989+40.1% | $6,924+162.8% |