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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 | $124,243 | $102,385+21.3% | $147,080-15.5% | $80,935+53.5% |
| Participation rate | 95.9% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.3pp |
| Annual return | 18.18% | 135.09%-116.9pp | 420.17%-402.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $4,252 | $3,717+14.4% | $4,933-13.8% | $2,757+54.2% |
| Participant deferral / active EE | $10,773 | $6,651+62.0% | $8,066+33.6% | $4,299+150.6% |
| Admin fee / account holder | $13,868 | $7,951+74.4% | $12,989+6.8% | $6,924+100.3% |