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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 | $139,886 | $102,422+36.6% | $147,117-4.9% | $80,959+72.8% |
| Participation rate | 93.6% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 13.36% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,772 | $3,717-25.4% | $4,932-43.8% | $2,757+0.5% |
| Participant deferral / active EE | $5,677 | $6,652-14.7% | $8,065-29.6% | $4,300+32.0% |
| Admin fee / account holder | $3,346 | $7,953-57.9% | $12,993-74.2% | $6,925-51.7% |