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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 | $103,008 | $102,385+0.6% | $147,080-30.0% | $80,935+27.3% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 16.70% | 135.09%-118.4pp | 420.17%-403.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $5,590 | $3,717+50.4% | $4,933+13.3% | $2,757+102.8% |
| Participant deferral / active EE | $14,465 | $6,651+117.5% | $8,066+79.3% | $4,299+236.4% |
| Admin fee / account holder | $9,993 | $7,951+25.7% | $12,989-23.1% | $6,924+44.3% |