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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 | $102,422+26.9% | $147,117-11.7% | $80,959+60.5% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 14.15% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $4,765 | $3,717+28.2% | $4,932-3.4% | $2,757+72.8% |
| Participant deferral / active EE | $8,841 | $6,652+32.9% | $8,065+9.6% | $4,300+105.6% |
| Admin fee / account holder | $2,614 | $7,953-67.1% | $12,993-79.9% | $6,925-62.3% |