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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 | $113,590 | $115,810-1.9% | $101,271+12.2% | $158,966-28.5% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 11.82% | 56.15%-44.3pp | 46.48%-34.7pp | 302.95%-291.1pp |
| Employer contribution / active EE | $10,999 | $4,175+163.4% | $3,660+200.5% | $4,762+131.0% |
| Participant deferral / active EE | $9,115 | $4,958+83.8% | $4,371+108.6% | $5,983+52.4% |
| Admin fee / account holder | $17,192 | $7,248+137.2% | $5,948+189.1% | $11,250+52.8% |