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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 | $130,740 | $102,429+27.6% | $147,096-11.1% | $80,925+61.6% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 16.74% | 135.02%-118.3pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $15,814 | $3,716+325.6% | $4,936+220.4% | $2,756+473.8% |
| Participant deferral / active EE | $13,521 | $6,649+103.4% | $8,071+67.5% | $4,299+214.5% |
| Admin fee / account holder | $10,578 | $7,957+32.9% | $13,005-18.7% | $6,940+52.4% |