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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 | $102,429+28.0% | $147,096-10.9% | $80,925+62.0% |
| Participation rate | 89.6% | 75.9%+13.7pp | 82.2%+7.4pp | 67.7%+21.9pp |
| Annual return | 12.70% | 135.02%-122.3pp | 419.75%-407.0pp | 35.65%-23.0pp |
| Employer contribution / active EE | $6,509 | $3,716+75.2% | $4,936+31.9% | $2,756+136.2% |
| Participant deferral / active EE | $3,077 | $6,649-53.7% | $8,071-61.9% | $4,299-28.4% |
| Admin fee / account holder | $5,620 | $7,957-29.4% | $13,005-56.8% | $6,940-19.0% |