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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 | $102,429+11.4% | $147,096-22.4% | $80,925+41.0% |
| Participation rate | 88.8% | 75.9%+12.9pp | 82.2%+6.6pp | 67.7%+21.1pp |
| Annual return | 17.93% | 135.02%-117.1pp | 419.75%-401.8pp | 35.65%-17.7pp |
| Employer contribution / active EE | $15,521 | $3,716+317.7% | $4,936+214.5% | $2,756+463.1% |
| Participant deferral / active EE | $11,171 | $6,649+68.0% | $8,071+38.4% | $4,299+159.9% |
| Admin fee / account holder | $9,460 | $7,957+18.9% | $13,005-27.3% | $6,940+36.3% |