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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 | $113,769 | $105,210+8.1% | $159,487-28.7% | $85,851+32.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 19.15% | 45.08%-25.9pp | 263.71%-244.6pp | 318.63%-299.5pp |
| Employer contribution / active EE | $5,033 | $3,319+51.6% | $4,831+4.2% | $2,565+96.2% |
| Participant deferral / active EE | $10,616 | $5,946+78.5% | $7,354+44.4% | $3,952+168.6% |
| Admin fee / account holder | $1,798 | $6,934-74.1% | $10,804-83.4% | $6,261-71.3% |