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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 | $114,844 | $102,422+12.1% | $147,117-21.9% | $80,959+41.9% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 14.66% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $5,478 | $3,717+47.4% | $4,932+11.1% | $2,757+98.7% |
| Participant deferral / active EE | $7,918 | $6,652+19.0% | $8,065-1.8% | $4,300+84.1% |
| Admin fee / account holder | $5,339 | $7,953-32.9% | $12,993-58.9% | $6,925-22.9% |