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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 | $119,572 | $102,422+16.7% | $147,117-18.7% | $80,959+47.7% |
| Participation rate | 90.2% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.6pp |
| Annual return | 14.87% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $4,958 | $3,717+33.4% | $4,932+0.5% | $2,757+79.8% |
| Participant deferral / active EE | $10,176 | $6,652+53.0% | $8,065+26.2% | $4,300+136.6% |
| Admin fee / account holder | $14,274 | $7,953+79.5% | $12,993+9.9% | $6,925+106.1% |