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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 | $112,379 | $102,385+9.8% | $147,080-23.6% | $80,935+38.9% |
| Participation rate | 86.0% | 75.9%+10.1pp | 82.2%+3.8pp | 67.7%+18.3pp |
| Annual return | 12.21% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $4,931 | $3,717+32.7% | $4,9330% | $2,757+78.9% |
| Participant deferral / active EE | $17,687 | $6,651+165.9% | $8,066+119.3% | $4,299+311.4% |
| Admin fee / account holder | $15,696 | $7,951+97.4% | $12,989+20.8% | $6,924+126.7% |