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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 | $113,183 | $102,422+10.5% | $147,117-23.1% | $80,959+39.8% |
| Participation rate | 86.8% | 75.9%+10.9pp | 82.2%+4.6pp | 67.7%+19.1pp |
| Annual return | 15.90% | 135.16%-119.3pp | 420.54%-404.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $5,778 | $3,717+55.4% | $4,932+17.1% | $2,757+109.6% |
| Participant deferral / active EE | $11,553 | $6,652+73.7% | $8,065+43.3% | $4,300+168.7% |
| Admin fee / account holder | $3,077 | $7,953-61.3% | $12,993-76.3% | $6,925-55.6% |