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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 | $130,444 | $102,429+27.4% | $147,096-11.3% | $80,925+61.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 13.81% | 135.02%-121.2pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $3,810 | $3,716+2.5% | $4,936-22.8% | $2,756+38.2% |
| Participant deferral / active EE | $10,903 | $6,649+64.0% | $8,071+35.1% | $4,299+153.6% |
| Admin fee / account holder | $9,364 | $7,957+17.7% | $13,005-28.0% | $6,940+34.9% |