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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 | $102,382+4.4% | $147,005-27.3% | $80,874+32.2% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 13.18% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $8,946 | $3,715+140.8% | $4,934+81.3% | $2,756+224.7% |
| Participant deferral / active EE | $4,827 | $6,646-27.4% | $8,070-40.2% | $4,297+12.3% |
| Admin fee / account holder | $19,368 | $7,942+143.9% | $13,006+48.9% | $6,935+179.3% |