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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 | $130,900 | $102,393+27.8% | $147,041-11.0% | $80,911+61.8% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 13.00% | 134.95%-121.9pp | 419.21%-406.2pp | 35.63%-22.6pp |
| Employer contribution / active EE | $3,578 | $3,715-3.7% | $4,935-27.5% | $2,756+29.8% |
| Participant deferral / active EE | $6,136 | $6,647-7.7% | $8,071-24.0% | $4,297+42.8% |
| Admin fee / account holder | $14,697 | $7,943+85.0% | $13,006+13.0% | $6,935+111.9% |