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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 | $115,631 | $105,210+9.9% | $159,487-27.5% | $85,851+34.7% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.6pp |
| Annual return | 15.94% | 45.08%-29.1pp | 263.71%-247.8pp | 318.63%-302.7pp |
| Employer contribution / active EE | $6,291 | $3,319+89.5% | $4,831+30.2% | $2,565+145.2% |
| Participant deferral / active EE | $6,640 | $5,946+11.7% | $7,354-9.7% | $3,952+68.0% |
| Admin fee / account holder | $3,150 | $6,934-54.6% | $10,804-70.8% | $6,261-49.7% |