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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 | $123,968 | $102,422+21.0% | $147,117-15.7% | $80,959+53.1% |
| Participation rate | 78.3% | 75.9%+2.4pp | 82.2%-3.9pp | 67.7%+10.6pp |
| Annual return | 16.18% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $4,329 | $3,717+16.5% | $4,932-12.2% | $2,757+57.0% |
| Participant deferral / active EE | $5,622 | $6,652-15.5% | $8,065-30.3% | $4,300+30.7% |
| Admin fee / account holder | $11,963 | $7,953+50.4% | $12,993-7.9% | $6,925+72.7% |