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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 | $135,763 | $102,429+32.5% | $147,096-7.7% | $80,925+67.8% |
| Participation rate | 89.1% | 75.9%+13.2pp | 82.2%+6.9pp | 67.7%+21.4pp |
| Annual return | 14.56% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $6,171 | $3,716+66.1% | $4,936+25.0% | $2,756+123.9% |
| Participant deferral / active EE | $5,211 | $6,649-21.6% | $8,071-35.4% | $4,299+21.2% |
| Admin fee / account holder | $805 | $7,957-89.9% | $13,005-93.8% | $6,940-88.4% |