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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 | $136,523 | $102,382+33.3% | $147,005-7.1% | $80,874+68.8% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 15.34% | 134.89%-119.6pp | 418.76%-403.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $3,332 | $3,715-10.3% | $4,934-32.5% | $2,756+20.9% |
| Participant deferral / active EE | $15,651 | $6,646+135.5% | $8,070+93.9% | $4,297+264.2% |
| Admin fee / account holder | $6,441 | $7,942-18.9% | $13,006-50.5% | $6,935-7.1% |