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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 | $109,069 | $102,422+6.5% | $147,117-25.9% | $80,959+34.7% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 15.93% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $4,427 | $3,717+19.1% | $4,932-10.2% | $2,757+60.6% |
| Participant deferral / active EE | $9,060 | $6,652+36.2% | $8,065+12.3% | $4,300+110.7% |
| Admin fee / account holder | $6,185 | $7,953-22.2% | $12,993-52.4% | $6,925-10.7% |