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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 | $107,542 | $100,139+7.4% | $85,187+26.2% | $145,884-26.3% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 11.22% | 84.15%-72.9pp | 66.67%-55.4pp | 551.85%-540.6pp |
| Employer contribution / active EE | $5,079 | $3,238+56.9% | $2,732+85.9% | $4,662+8.9% |
| Participant deferral / active EE | $10,194 | $5,296+92.5% | $4,525+125.3% | $6,690+52.4% |
| Admin fee / account holder | $6,409 | $7,262-11.7% | $6,162+4.0% | $13,392-52.1% |