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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 | $120,355 | $102,429+17.5% | $147,096-18.2% | $80,925+48.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.51% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $4,283 | $3,716+15.3% | $4,936-13.2% | $2,756+55.4% |
| Participant deferral / active EE | $9,759 | $6,649+46.8% | $8,071+20.9% | $4,299+127.0% |
| Admin fee / account holder | $4,196 | $7,957-47.3% | $13,005-67.7% | $6,940-39.5% |