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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 | $106,208 | $137,414-22.7% | $189,537-44.0% | $85,847+23.7% |
| Participation rate | 97.1% | 84.6%+12.4pp | 87.8%+9.3pp | 69.3%+27.7pp |
| Annual return | 15.48% | 38.14%-22.7pp | 555.34%-539.9pp | 318.61%-303.1pp |
| Employer contribution / active EE | $12,132 | $4,344+179.3% | $6,161+96.9% | $2,565+372.9% |
| Participant deferral / active EE | $13,075 | $6,260+108.9% | $8,220+59.1% | $3,952+230.8% |
| Admin fee / account holder | $13,156 | $8,630+52.5% | $12,048+9.2% | $6,261+110.1% |