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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 | $124,382 | $102,422+21.4% | $147,117-15.5% | $80,959+53.6% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 14.71% | 135.16%-120.5pp | 420.54%-405.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,336 | $3,717-37.2% | $4,932-52.6% | $2,757-15.3% |
| Participant deferral / active EE | $7,548 | $6,652+13.5% | $8,065-6.4% | $4,300+75.5% |
| Admin fee / account holder | $7,870 | $7,953-1.0% | $12,993-39.4% | $6,925+13.6% |