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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 | $123,696 | $102,422+20.8% | $147,117-15.9% | $80,959+52.8% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.2%+13.4pp | 67.7%+27.9pp |
| Annual return | 12.32% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $6,757 | $3,717+81.8% | $4,932+37.0% | $2,757+145.1% |
| Participant deferral / active EE | $12,103 | $6,652+81.9% | $8,065+50.1% | $4,300+181.4% |
| Admin fee / account holder | $4,789 | $7,953-39.8% | $12,993-63.1% | $6,925-30.8% |