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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 | $110,525 | $81,208+36.1% | $98,920+11.7% | $79,852+38.4% |
| Participation rate | 81.1% | 72.5%+8.6pp | 76.0%+5.1pp | 69.6%+11.5pp |
| Annual return | 13.75% | 60.99%-47.2pp | 196.47%-182.7pp | 31.72%-18.0pp |
| Employer contribution / active EE | $706 | $1,960-64.0% | $2,689-73.8% | $2,471-71.4% |
| Participant deferral / active EE | $4,291 | $3,265+31.4% | $4,245+1.1% | $3,740+14.7% |
| Admin fee / account holder | $11,136 | $6,013+85.2% | $6,643+67.6% | $5,306+109.9% |