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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 | $133,942 | $102,385+30.8% | $147,080-8.9% | $80,935+65.5% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+17.0pp |
| Annual return | 16.70% | 135.09%-118.4pp | 420.17%-403.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $5,483 | $3,717+47.5% | $4,933+11.1% | $2,757+98.9% |
| Participant deferral / active EE | $16,949 | $6,651+154.8% | $8,066+110.1% | $4,299+294.2% |
| Admin fee / account holder | $7,367 | $7,951-7.3% | $12,989-43.3% | $6,924+6.4% |