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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 | $102,429+4.4% | $147,096-27.3% | $80,925+32.1% |
| Participation rate | 96.3% | 75.9%+20.5pp | 82.2%+14.2pp | 67.7%+28.7pp |
| Annual return | 13.18% | 135.02%-121.8pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $8,946 | $3,716+140.8% | $4,936+81.3% | $2,756+224.6% |
| Participant deferral / active EE | $4,827 | $6,649-27.4% | $8,071-40.2% | $4,299+12.3% |
| Admin fee / account holder | $19,368 | $7,957+143.4% | $13,005+48.9% | $6,940+179.1% |