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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 | $114,564 | $102,422+11.9% | $147,117-22.1% | $80,959+41.5% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 15.72% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $6,720 | $3,717+80.8% | $4,932+36.2% | $2,757+143.7% |
| Participant deferral / active EE | $11,545 | $6,652+73.5% | $8,065+43.2% | $4,300+168.5% |
| Admin fee / account holder | $9,115 | $7,953+14.6% | $12,993-29.8% | $6,925+31.6% |