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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 | $111,328 | $102,385+8.7% | $147,080-24.3% | $80,935+37.6% |
| Participation rate | 83.5% | 75.9%+7.6pp | 82.2%+1.3pp | 67.7%+15.9pp |
| Annual return | 14.50% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $4,915 | $3,717+32.2% | $4,933-0.4% | $2,757+78.3% |
| Participant deferral / active EE | $11,400 | $6,651+71.4% | $8,066+41.3% | $4,299+165.1% |
| Admin fee / account holder | $12,280 | $7,951+54.4% | $12,989-5.5% | $6,924+77.3% |