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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 | $128,552 | $105,200+22.2% | $159,474-19.4% | $85,847+49.7% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.1pp | 69.3%+28.6pp |
| Annual return | 12.63% | 45.08%-32.4pp | 263.68%-251.0pp | 318.61%-306.0pp |
| Employer contribution / active EE | $2,768 | $3,319-16.6% | $4,831-42.7% | $2,565+7.9% |
| Participant deferral / active EE | $10,761 | $5,946+81.0% | $7,353+46.3% | $3,952+172.3% |
| Admin fee / account holder | $5,462 | $6,934-21.2% | $10,802-49.4% | $6,261-12.8% |