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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 | $116,898 | $102,429+14.1% | $147,096-20.5% | $80,925+44.5% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 15.44% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $5,159 | $3,716+38.8% | $4,936+4.5% | $2,756+87.2% |
| Participant deferral / active EE | $16,488 | $6,649+148.0% | $8,071+104.3% | $4,299+283.6% |
| Admin fee / account holder | $4,053 | $7,957-49.1% | $13,005-68.8% | $6,940-41.6% |