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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 | $131,173 | $102,422+28.1% | $147,117-10.8% | $80,959+62.0% |
| Participation rate | 85.5% | 75.9%+9.6pp | 82.2%+3.3pp | 67.7%+17.8pp |
| Annual return | 30.45% | 135.16%-104.7pp | 420.54%-390.1pp | 35.67%-5.2pp |
| Employer contribution / active EE | $2,924 | $3,717-21.3% | $4,932-40.7% | $2,757+6.1% |
| Participant deferral / active EE | $9,246 | $6,652+39.0% | $8,065+14.7% | $4,300+115.0% |
| Admin fee / account holder | $13,129 | $7,953+65.1% | $12,993+1.0% | $6,925+89.6% |