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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 | $124,517 | $102,385+21.6% | $147,080-15.3% | $80,935+53.8% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 14.13% | 135.09%-121.0pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $3,653 | $3,717-1.7% | $4,933-25.9% | $2,757+32.5% |
| Participant deferral / active EE | $9,239 | $6,651+38.9% | $8,066+14.5% | $4,299+114.9% |
| Admin fee / account holder | $3,962 | $7,951-50.2% | $12,989-69.5% | $6,924-42.8% |