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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 | $124,105 | $102,429+21.2% | $147,096-15.6% | $80,925+53.4% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 12.95% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $6,051 | $3,716+62.9% | $4,936+22.6% | $2,756+119.6% |
| Participant deferral / active EE | $8,975 | $6,649+35.0% | $8,071+11.2% | $4,299+108.8% |
| Admin fee / account holder | $4,880 | $7,957-38.7% | $13,005-62.5% | $6,940-29.7% |