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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 | $121,937 | $102,382+19.1% | $147,005-17.1% | $80,874+50.8% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 15.74% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $1,944 | $3,715-47.7% | $4,934-60.6% | $2,756-29.4% |
| Participant deferral / active EE | $12,867 | $6,646+93.6% | $8,070+59.4% | $4,297+199.5% |
| Admin fee / account holder | $19,482 | $7,942+145.3% | $13,006+49.8% | $6,935+180.9% |