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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 | $118,330 | $102,385+15.6% | $147,080-19.5% | $80,935+46.2% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 13.51% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.1pp |
| Employer contribution / active EE | $10,086 | $3,717+171.4% | $4,933+104.5% | $2,757+265.9% |
| Participant deferral / active EE | $12,357 | $6,651+85.8% | $8,066+53.2% | $4,299+187.4% |
| Admin fee / account holder | $6,226 | $7,951-21.7% | $12,989-52.1% | $6,924-10.1% |