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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 | $131,032 | $102,422+27.9% | $147,117-10.9% | $80,959+61.8% |
| Participation rate | 96.6% | 75.9%+20.8pp | 82.2%+14.4pp | 67.7%+29.0pp |
| Annual return | 15.48% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $4,291 | $3,717+15.4% | $4,932-13.0% | $2,757+55.6% |
| Participant deferral / active EE | $11,632 | $6,652+74.9% | $8,065+44.2% | $4,300+170.5% |
| Admin fee / account holder | $20,030 | $7,953+151.8% | $12,993+54.2% | $6,925+189.2% |