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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 | $135,302 | $104,482+29.5% | $159,455-15.1% | $79,393+70.4% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 21.13% | 67.96%-46.8pp | 263.63%-242.5pp | 116.87%-95.7pp |
| Employer contribution / active EE | $5,170 | $3,416+51.3% | $4,830+7.0% | $2,428+113.0% |
| Participant deferral / active EE | $7,891 | $6,467+22.0% | $7,353+7.3% | $4,046+95.0% |
| Admin fee / account holder | $8,248 | $711+1059.7% | $10,800-23.6% | $627+1216.6% |