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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 | $103,900 | $102,385+1.5% | $147,080-29.4% | $80,935+28.4% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 12.91% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.7pp |
| Employer contribution / active EE | $4,126 | $3,717+11.0% | $4,933-16.4% | $2,757+49.7% |
| Participant deferral / active EE | $10,320 | $6,651+55.2% | $8,066+27.9% | $4,299+140.0% |
| Admin fee / account holder | $14,479 | $7,951+82.1% | $12,989+11.5% | $6,924+109.1% |