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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 | $104,721 | $72,071+45.3% | $68,368+53.2% | $137,256-23.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 15.71% | 353.14%-337.4pp | 292.57%-276.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,901 | $2,788+4.1% | $2,649+9.5% | $4,156-30.2% |
| Participant deferral / active EE | $6,510 | $4,410+47.6% | $4,123+57.9% | $6,407+1.6% |
| Admin fee / account holder | $7,713 | $5,336+44.6% | $5,150+49.8% | $12,270-37.1% |