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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 | $112,700 | $102,422+10.0% | $147,117-23.4% | $80,959+39.2% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 15.27% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $4,288 | $3,717+15.3% | $4,932-13.1% | $2,757+55.5% |
| Participant deferral / active EE | $8,614 | $6,652+29.5% | $8,065+6.8% | $4,300+100.3% |
| Admin fee / account holder | $14,440 | $7,953+81.6% | $12,993+11.1% | $6,925+108.5% |