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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 | $169,276 | $102,385+65.3% | $147,080+15.1% | $80,935+109.1% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 12.06% | 135.09%-123.0pp | 420.17%-408.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $5,384 | $3,717+44.9% | $4,933+9.1% | $2,757+95.3% |
| Participant deferral / active EE | $5,660 | $6,651-14.9% | $8,066-29.8% | $4,299+31.6% |
| Admin fee / account holder | $1,930 | $7,951-75.7% | $12,989-85.1% | $6,924-72.1% |