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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 | $101,372 | $68,412+48.2% | $94,679+7.1% | $75,181+34.8% |
| Participation rate | 83.2% | 76.1%+7.1pp | 80.8%+2.3pp | 67.2%+16.0pp |
| Annual return | 19.37% | 616.91%-597.5pp | 156.75%-137.4pp | 160.69%-141.3pp |
| Employer contribution / active EE | $4,044 | $2,701+49.7% | $3,673+10.1% | $2,671+51.4% |
| Participant deferral / active EE | $9,094 | $6,537+39.1% | $7,417+22.6% | $4,126+120.4% |
| Admin fee / account holder | $3,483 | $5,326-34.6% | $7,233-51.8% | $5,650-38.3% |