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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 | $113,604 | $102,422+10.9% | $147,117-22.8% | $80,959+40.3% |
| Participation rate | 94.8% | 75.9%+19.0pp | 82.2%+12.6pp | 67.7%+27.2pp |
| Annual return | 15.77% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,555 | $3,717-31.3% | $4,932-48.2% | $2,757-7.3% |
| Participant deferral / active EE | $6,126 | $6,652-7.9% | $8,065-24.0% | $4,300+42.5% |
| Admin fee / account holder | $1,189 | $7,953-85.1% | $12,993-90.9% | $6,925-82.8% |