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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 | $119,523 | $102,429+16.7% | $147,096-18.7% | $80,925+47.7% |
| Participation rate | 98.9% | 75.9%+23.1pp | 82.2%+16.7pp | 67.7%+31.3pp |
| Annual return | 15.01% | 135.02%-120.0pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $4,225 | $3,716+13.7% | $4,936-14.4% | $2,756+53.3% |
| Participant deferral / active EE | $7,772 | $6,649+16.9% | $8,071-3.7% | $4,299+80.8% |
| Admin fee / account holder | $19,491 | $7,957+145.0% | $13,005+49.9% | $6,940+180.8% |