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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 | $109,855 | $52,353+109.8% | $120,225-8.6% | $82,448+33.2% |
| Participation rate | 79.5% | 58.3%+21.2pp | 69.6%+10.0pp | 68.1%+11.5pp |
| Annual return | 44.79% | 61.85%-17.1pp | 439.23%-394.4pp | 41.64%+3.2pp |
| Employer contribution / active EE | $3,854 | $1,510+155.2% | $3,475+10.9% | $2,551+51.1% |
| Participant deferral / active EE | $10,407 | $2,627+296.2% | $3,999+160.3% | $4,139+151.4% |
| Admin fee / account holder | $3,971 | $4,363-9.0% | $5,696-30.3% | $7,234-45.1% |