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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 | $102,382+14.9% | $147,005-20.0% | $80,874+45.5% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 18.09% | 134.89%-116.8pp | 418.76%-400.7pp | 35.62%-17.5pp |
| Employer contribution / active EE | $5,115 | $3,715+37.7% | $4,934+3.7% | $2,756+85.6% |
| Participant deferral / active EE | $9,904 | $6,646+49.0% | $8,070+22.7% | $4,297+130.5% |
| Admin fee / account holder | $7,439 | $7,942-6.3% | $13,006-42.8% | $6,935+7.3% |