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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 | $102,429+20.8% | $147,096-15.9% | $80,925+52.9% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.2%+13.4pp | 67.7%+27.9pp |
| Annual return | 12.32% | 135.02%-122.7pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $6,757 | $3,716+81.9% | $4,936+36.9% | $2,756+145.2% |
| Participant deferral / active EE | $12,103 | $6,649+82.0% | $8,071+50.0% | $4,299+181.6% |
| Admin fee / account holder | $4,789 | $7,957-39.8% | $13,005-63.2% | $6,940-31.0% |