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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 | $125,499 | $102,422+22.5% | $147,117-14.7% | $80,959+55.0% |
| Participation rate | 95.3% | 75.9%+19.5pp | 82.2%+13.2pp | 67.7%+27.7pp |
| Annual return | 13.57% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $6,933 | $3,717+86.5% | $4,932+40.6% | $2,757+151.5% |
| Participant deferral / active EE | $8,324 | $6,652+25.1% | $8,065+3.2% | $4,300+93.6% |
| Admin fee / account holder | $5,663 | $7,953-28.8% | $12,993-56.4% | $6,925-18.2% |