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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 | $110,974 | $102,429+8.3% | $147,096-24.6% | $80,925+37.1% |
| Participation rate | 84.1% | 75.9%+8.2pp | 82.2%+1.9pp | 67.7%+16.4pp |
| Annual return | 33.50% | 135.02%-101.5pp | 419.75%-386.2pp | 35.65%-2.1pp |
| Employer contribution / active EE | $5,244 | $3,716+41.1% | $4,936+6.2% | $2,756+90.3% |
| Participant deferral / active EE | $11,550 | $6,649+73.7% | $8,071+43.1% | $4,299+168.7% |
| Admin fee / account holder | $10,060 | $7,957+26.4% | $13,005-22.6% | $6,940+44.9% |