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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 | $134,633 | $102,385+31.5% | $147,080-8.5% | $80,935+66.3% |
| Participation rate | 95.9% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.3pp |
| Annual return | 13.45% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $5,118 | $3,717+37.7% | $4,933+3.7% | $2,757+85.6% |
| Participant deferral / active EE | $9,646 | $6,651+45.0% | $8,066+19.6% | $4,299+124.3% |
| Admin fee / account holder | $6,725 | $7,951-15.4% | $12,989-48.2% | $6,924-2.9% |