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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 | $106,722 | $102,393+4.2% | $147,041-27.4% | $80,911+31.9% |
| Participation rate | 94.7% | 75.9%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 16.03% | 134.95%-118.9pp | 419.21%-403.2pp | 35.63%-19.6pp |
| Employer contribution / active EE | $3,737 | $3,715+0.6% | $4,935-24.3% | $2,756+35.6% |
| Participant deferral / active EE | $8,168 | $6,647+22.9% | $8,071+1.2% | $4,297+90.1% |
| Admin fee / account holder | $16,622 | $7,943+109.3% | $13,006+27.8% | $6,935+139.7% |