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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 | $115,855 | $102,385+13.2% | $147,080-21.2% | $80,935+43.1% |
| Participation rate | 83.0% | 75.9%+7.1pp | 82.2%+0.8pp | 67.7%+15.4pp |
| Annual return | 21.08% | 135.09%-114.0pp | 420.17%-399.1pp | 35.66%-14.6pp |
| Employer contribution / active EE | $6,056 | $3,717+62.9% | $4,933+22.8% | $2,757+119.7% |
| Participant deferral / active EE | $15,245 | $6,651+129.2% | $8,066+89.0% | $4,299+254.6% |
| Admin fee / account holder | $8,364 | $7,951+5.2% | $12,989-35.6% | $6,924+20.8% |