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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 | $125,276 | $102,429+22.3% | $147,096-14.8% | $80,925+54.8% |
| Participation rate | 97.8% | 75.9%+21.9pp | 82.2%+15.6pp | 67.7%+30.1pp |
| Annual return | 13.49% | 135.02%-121.5pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $9,313 | $3,716+150.7% | $4,936+88.7% | $2,756+237.9% |
| Participant deferral / active EE | $6,740 | $6,649+1.4% | $8,071-16.5% | $4,299+56.8% |
| Admin fee / account holder | $4,183 | $7,957-47.4% | $13,005-67.8% | $6,940-39.7% |