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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 | $131,850 | $102,429+28.7% | $147,096-10.4% | $80,925+62.9% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 12.03% | 135.02%-123.0pp | 419.75%-407.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $4,714 | $3,716+26.9% | $4,936-4.5% | $2,756+71.0% |
| Participant deferral / active EE | $4,607 | $6,649-30.7% | $8,071-42.9% | $4,299+7.2% |
| Admin fee / account holder | $2,272 | $7,957-71.4% | $13,005-82.5% | $6,940-67.3% |