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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 | $102,383 | $77,157+32.7% | $108,405-5.6% | $85,847+19.3% |
| Participation rate | 98.7% | 74.7%+24.0pp | 80.1%+18.5pp | 69.3%+29.4pp |
| Annual return | 15.48% | 44.55%-29.1pp | 905.55%-890.1pp | 318.61%-303.1pp |
| Employer contribution / active EE | $2,904 | $2,379+22.1% | $3,559-18.4% | $2,565+13.2% |
| Participant deferral / active EE | $11,176 | $5,567+100.8% | $6,563+70.3% | $3,952+182.8% |
| Admin fee / account holder | $12,541 | $5,174+142.4% | $7,297+71.9% | $6,261+100.3% |