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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 | $126,820 | $102,393+23.9% | $147,041-13.8% | $80,911+56.7% |
| Participation rate | 93.2% | 75.9%+17.4pp | 82.2%+11.1pp | 67.6%+25.6pp |
| Annual return | 12.42% | 134.95%-122.5pp | 419.21%-406.8pp | 35.63%-23.2pp |
| Employer contribution / active EE | $3,029 | $3,715-18.5% | $4,935-38.6% | $2,756+9.9% |
| Participant deferral / active EE | $5,555 | $6,647-16.4% | $8,071-31.2% | $4,297+29.3% |
| Admin fee / account holder | $2,427 | $7,943-69.4% | $13,006-81.3% | $6,935-65.0% |