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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 | $107,752 | $102,385+5.2% | $147,080-26.7% | $80,935+33.1% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 22.57% | 135.09%-112.5pp | 420.17%-397.6pp | 35.66%-13.1pp |
| Employer contribution / active EE | $11,033 | $3,717+196.8% | $4,933+123.6% | $2,757+300.2% |
| Participant deferral / active EE | $4,632 | $6,651-30.3% | $8,066-42.6% | $4,299+7.7% |
| Admin fee / account holder | $26,573 | $7,951+234.2% | $12,989+104.6% | $6,924+283.8% |