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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 | $102,385+31.9% | $147,080-8.2% | $80,935+66.9% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | 20.67% | 135.09%-114.4pp | 420.17%-399.5pp | 35.66%-15.0pp |
| Employer contribution / active EE | $3,953 | $3,717+6.4% | $4,933-19.9% | $2,757+43.4% |
| Participant deferral / active EE | $11,201 | $6,651+68.4% | $8,066+38.9% | $4,299+160.5% |
| Admin fee / account holder | $8,956 | $7,951+12.6% | $12,989-31.1% | $6,924+29.3% |