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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 | $140,882 | $102,422+37.5% | $147,117-4.2% | $80,959+74.0% |
| Participation rate | 93.9% | 75.9%+18.0pp | 82.2%+11.7pp | 67.7%+26.2pp |
| Annual return | 12.49% | 135.16%-122.7pp | 420.54%-408.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $5,917 | $3,717+59.2% | $4,932+20.0% | $2,757+114.6% |
| Participant deferral / active EE | $8,220 | $6,652+23.6% | $8,065+1.9% | $4,300+91.2% |
| Admin fee / account holder | $2,353 | $7,953-70.4% | $12,993-81.9% | $6,925-66.0% |