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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 | $114,093 | $102,422+11.4% | $147,117-22.4% | $80,959+40.9% |
| Participation rate | 88.8% | 75.9%+12.9pp | 82.2%+6.6pp | 67.7%+21.1pp |
| Annual return | 17.93% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.7pp |
| Employer contribution / active EE | $15,521 | $3,717+317.5% | $4,932+214.7% | $2,757+463.0% |
| Participant deferral / active EE | $11,171 | $6,652+67.9% | $8,065+38.5% | $4,300+159.8% |
| Admin fee / account holder | $9,460 | $7,953+18.9% | $12,993-27.2% | $6,925+36.6% |