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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 | $132,951 | $102,429+29.8% | $147,096-9.6% | $80,925+64.3% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 18.34% | 135.02%-116.7pp | 419.75%-401.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $5,047 | $3,716+35.8% | $4,936+2.3% | $2,756+83.1% |
| Participant deferral / active EE | $11,821 | $6,649+77.8% | $8,071+46.5% | $4,299+175.0% |
| Admin fee / account holder | $18,936 | $7,957+138.0% | $13,005+45.6% | $6,940+172.8% |