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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 | $129,965 | $102,382+26.9% | $147,005-11.6% | $80,874+60.7% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 14.15% | 134.89%-120.7pp | 418.76%-404.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $4,765 | $3,715+28.3% | $4,934-3.4% | $2,756+72.9% |
| Participant deferral / active EE | $8,841 | $6,646+33.0% | $8,070+9.6% | $4,297+105.7% |
| Admin fee / account holder | $2,614 | $7,942-67.1% | $13,006-79.9% | $6,935-62.3% |