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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 | $121,771 | $102,429+18.9% | $147,096-17.2% | $80,925+50.5% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 14.78% | 135.02%-120.2pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $3,306 | $3,716-11.0% | $4,936-33.0% | $2,756+19.9% |
| Participant deferral / active EE | $9,820 | $6,649+47.7% | $8,071+21.7% | $4,299+128.4% |
| Admin fee / account holder | $8,957 | $7,957+12.6% | $13,005-31.1% | $6,940+29.1% |