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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 | $108,389 | $102,422+5.8% | $147,117-26.3% | $80,959+33.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 13.56% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $4,692 | $3,717+26.2% | $4,932-4.9% | $2,757+70.2% |
| Participant deferral / active EE | $9,313 | $6,652+40.0% | $8,065+15.5% | $4,300+116.6% |
| Admin fee / account holder | $840 | $7,953-89.4% | $12,993-93.5% | $6,925-87.9% |