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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 | $117,642 | $102,422+14.9% | $147,117-20.0% | $80,959+45.3% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 18.09% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.6pp |
| Employer contribution / active EE | $5,115 | $3,717+37.6% | $4,932+3.7% | $2,757+85.5% |
| Participant deferral / active EE | $9,904 | $6,652+48.9% | $8,065+22.8% | $4,300+130.3% |
| Admin fee / account holder | $7,439 | $7,953-6.5% | $12,993-42.7% | $6,925+7.4% |