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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 | $111,711 | $88,672+26.0% | $105,223+6.2% | $82,448+35.5% |
| Participation rate | 90.5% | 67.9%+22.6pp | 75.0%+15.4pp | 68.1%+22.4pp |
| Annual return | 78.90% | 30.86%+48.0pp | 180.65%-101.7pp | 41.64%+37.3pp |
| Employer contribution / active EE | $13,542 | $3,048+344.3% | $3,689+267.1% | $2,551+430.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,444 | $7,146-37.8% | $8,859-49.8% | $7,234-38.6% |