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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 | $105,036 | $102,385+2.6% | $147,080-28.6% | $80,935+29.8% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 14.38% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $4,859 | $3,717+30.7% | $4,933-1.5% | $2,757+76.3% |
| Participant deferral / active EE | $11,402 | $6,651+71.4% | $8,066+41.4% | $4,299+165.2% |
| Admin fee / account holder | $3,817 | $7,951-52.0% | $12,989-70.6% | $6,924-44.9% |