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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 | $105,642 | $118,708-11.0% | $98,920+6.8% | $158,982-33.6% |
| Participation rate | 93.8% | 77.8%+15.9pp | 76.0%+17.7pp | 82.0%+11.8pp |
| Annual return | 14.88% | 372.49%-357.6pp | 196.47%-181.6pp | 302.99%-288.1pp |
| Employer contribution / active EE | $4,642 | $3,334+39.2% | $2,689+72.6% | $4,763-2.5% |
| Participant deferral / active EE | $1,978 | $5,089-61.1% | $4,245-53.4% | $5,983-66.9% |
| Admin fee / account holder | $12,326 | $10,134+21.6% | $6,643+85.6% | $11,252+9.5% |