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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 | $118,173 | $89,259+32.4% | $107,187+10.2% | $82,637+43.0% |
| Participation rate | 83.3% | 67.9%+15.4pp | 75.0%+8.3pp | 68.1%+15.3pp |
| Annual return | 16.58% | 21.02%-4.4pp | 204.55%-188.0pp | 53.51%-36.9pp |
| Employer contribution / active EE | $6,546 | $3,080+112.5% | $3,782+73.1% | $2,552+156.5% |
| Participant deferral / active EE | $3,500 | $4,037-13.3% | $5,096-31.3% | $4,126-15.2% |
| Admin fee / account holder | $859 | $7,381-88.4% | $9,162-90.6% | $7,339-88.3% |