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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 | $106,009 | $107,363-1.3% | $92,909+14.1% | $152,897-30.7% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 15.95% | 145.63%-129.7pp | 109.44%-93.5pp | 345.43%-329.5pp |
| Employer contribution / active EE | $7,079 | $4,222+67.7% | $3,653+93.8% | $4,764+48.6% |
| Participant deferral / active EE | $3,258 | $4,848-32.8% | $4,238-23.1% | $5,851-44.3% |
| Admin fee / account holder | $17,194 | $7,082+142.8% | $5,795+196.7% | $11,599+48.2% |