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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 | $106,915 | $102,422+4.4% | $147,117-27.3% | $80,959+32.1% |
| Participation rate | 96.3% | 75.9%+20.5pp | 82.2%+14.2pp | 67.7%+28.7pp |
| Annual return | 13.18% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $8,946 | $3,717+140.7% | $4,932+81.4% | $2,757+224.5% |
| Participant deferral / active EE | $4,827 | $6,652-27.4% | $8,065-40.1% | $4,300+12.2% |
| Admin fee / account holder | $19,368 | $7,953+143.5% | $12,993+49.1% | $6,925+179.7% |