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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 | $141,172 | $102,422+37.8% | $147,117-4.0% | $80,959+74.4% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 15.33% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,906 | $3,717-48.7% | $4,932-61.4% | $2,757-30.9% |
| Participant deferral / active EE | $5,762 | $6,652-13.4% | $8,065-28.6% | $4,300+34.0% |
| Admin fee / account holder | $2,448 | $7,953-69.2% | $12,993-81.2% | $6,925-64.7% |