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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 | $107,213 | $77,157+39.0% | $108,405-1.1% | $85,847+24.9% |
| Participation rate | 95.2% | 74.7%+20.6pp | 80.1%+15.1pp | 69.3%+25.9pp |
| Annual return | 17.29% | 44.55%-27.3pp | 905.55%-888.3pp | 318.61%-301.3pp |
| Employer contribution / active EE | $2,958 | $2,379+24.3% | $3,559-16.9% | $2,565+15.3% |
| Participant deferral / active EE | $6,864 | $5,567+23.3% | $6,563+4.6% | $3,952+73.7% |
| Admin fee / account holder | $8,296 | $5,174+60.4% | $7,297+13.7% | $6,261+32.5% |