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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 | $113,640 | $102,429+10.9% | $147,096-22.7% | $80,925+40.4% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.6pp |
| Annual return | 14.51% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $6,612 | $3,716+78.0% | $4,936+34.0% | $2,756+139.9% |
| Participant deferral / active EE | $9,462 | $6,649+42.3% | $8,071+17.2% | $4,299+120.1% |
| Admin fee / account holder | $2,984 | $7,957-62.5% | $13,005-77.1% | $6,940-57.0% |