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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 | $131,091 | $102,422+28.0% | $147,117-10.9% | $80,959+61.9% |
| Participation rate | 89.6% | 75.9%+13.7pp | 82.2%+7.4pp | 67.7%+21.9pp |
| Annual return | 12.70% | 135.16%-122.5pp | 420.54%-407.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $6,509 | $3,717+75.1% | $4,932+32.0% | $2,757+136.1% |
| Participant deferral / active EE | $3,077 | $6,652-53.7% | $8,065-61.8% | $4,300-28.4% |
| Admin fee / account holder | $5,620 | $7,953-29.3% | $12,993-56.7% | $6,925-18.8% |