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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 | $100,177 | $108,882-8.0% | $96,754+3.5% | $154,746-35.3% |
| Participation rate | 92.3% | 75.1%+17.2pp | 70.3%+22.0pp | 80.7%+11.6pp |
| Annual return | 15.12% | 98.39%-83.3pp | 82.04%-66.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $14,156 | $3,018+369.0% | $2,679+428.4% | $4,379+223.3% |
| Participant deferral / active EE | $13,351 | $5,323+150.8% | $4,758+180.6% | $6,730+98.4% |
| Admin fee / account holder | $20,346 | $10,200+99.5% | $8,905+128.5% | $14,365+41.6% |