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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 | $108,336 | $111,830-3.1% | $93,696+15.6% | $145,884-25.7% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 14.34% | 204.08%-189.7pp | 133.74%-119.4pp | 551.85%-537.5pp |
| Employer contribution / active EE | $5,050 | $3,093+63.3% | $2,422+108.5% | $4,662+8.3% |
| Participant deferral / active EE | $8,094 | $4,920+64.5% | $4,417+83.3% | $6,690+21.0% |
| Admin fee / account holder | $345 | $10,249-96.6% | $8,287-95.8% | $13,392-97.4% |