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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 | $104,631 | $69,252+51.1% | $64,099+63.2% | $139,456-25.0% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 20.42% | 45.89%-25.5pp | 33.70%-13.3pp | 373.45%-353.0pp |
| Employer contribution / active EE | $6,186 | $3,184+94.3% | $2,748+125.1% | $4,753+30.2% |
| Participant deferral / active EE | $5,689 | $4,683+21.5% | $3,881+46.6% | $6,711-15.2% |
| Admin fee / account holder | $1,795 | $4,248-57.7% | $3,070-41.5% | $11,407-84.3% |