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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 | $110,023 | $154,159-28.6% | $130,026-15.4% | $139,456-21.1% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 17.24% | 32.50%-15.3pp | -137.26%+154.5pp | 373.45%-356.2pp |
| Employer contribution / active EE | $10,936 | $5,292+106.7% | $4,321+153.1% | $4,753+130.1% |
| Participant deferral / active EE | $13,089 | $6,710+95.1% | $5,821+124.9% | $6,711+95.0% |
| Admin fee / account holder | $7,398 | $14,001-47.2% | $10,608-30.3% | $11,407-35.1% |