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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 | $120,056 | $102,385+17.3% | $147,080-18.4% | $80,935+48.3% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 14.63% | 135.09%-120.5pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $13,287 | $3,717+257.5% | $4,933+169.3% | $2,757+382.0% |
| Participant deferral / active EE | $8,708 | $6,651+30.9% | $8,066+7.9% | $4,299+102.5% |
| Admin fee / account holder | $4,649 | $7,951-41.5% | $12,989-64.2% | $6,924-32.9% |