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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 | $116,543 | $102,385+13.8% | $147,080-20.8% | $80,935+44.0% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 23.43% | 135.09%-111.7pp | 420.17%-396.7pp | 35.66%-12.2pp |
| Employer contribution / active EE | $7,249 | $3,717+95.0% | $4,933+46.9% | $2,757+163.0% |
| Participant deferral / active EE | $9,472 | $6,651+42.4% | $8,066+17.4% | $4,299+120.3% |
| Admin fee / account holder | $1,637 | $7,951-79.4% | $12,989-87.4% | $6,924-76.4% |