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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 | $106,466 | $102,385+4.0% | $147,080-27.6% | $80,935+31.5% |
| Participation rate | 93.2% | 75.9%+17.3pp | 82.2%+11.0pp | 67.7%+25.5pp |
| Annual return | 15.38% | 135.09%-119.7pp | 420.17%-404.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $5,223 | $3,717+40.5% | $4,933+5.9% | $2,757+89.5% |
| Participant deferral / active EE | $11,127 | $6,651+67.3% | $8,066+37.9% | $4,299+158.8% |
| Admin fee / account holder | $4,183 | $7,951-47.4% | $12,989-67.8% | $6,924-39.6% |