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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 | $135,063 | $102,429+31.9% | $147,096-8.2% | $80,925+66.9% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | 20.67% | 135.02%-114.4pp | 419.75%-399.1pp | 35.65%-15.0pp |
| Employer contribution / active EE | $3,953 | $3,716+6.4% | $4,936-19.9% | $2,756+43.4% |
| Participant deferral / active EE | $11,201 | $6,649+68.5% | $8,071+38.8% | $4,299+160.6% |
| Admin fee / account holder | $8,956 | $7,957+12.6% | $13,005-31.1% | $6,940+29.0% |