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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 | $104,437 | $105,200-0.7% | $159,474-34.5% | $85,847+21.7% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.8%+11.1pp | 69.3%+24.6pp |
| Annual return | 18.64% | 45.08%-26.4pp | 263.68%-245.0pp | 318.61%-300.0pp |
| Employer contribution / active EE | $5,172 | $3,319+55.8% | $4,831+7.1% | $2,565+101.6% |
| Participant deferral / active EE | $14,311 | $5,946+140.7% | $7,353+94.6% | $3,952+262.1% |
| Admin fee / account holder | $12,208 | $6,934+76.0% | $10,802+13.0% | $6,261+95.0% |