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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 | $136,919 | $102,385+33.7% | $147,080-6.9% | $80,935+69.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 18.06% | 135.09%-117.0pp | 420.17%-402.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $12,530 | $3,717+237.1% | $4,933+154.0% | $2,757+354.5% |
| Participant deferral / active EE | $9,716 | $6,651+46.1% | $8,066+20.5% | $4,299+126.0% |
| Admin fee / account holder | $5,293 | $7,951-33.4% | $12,989-59.2% | $6,924-23.6% |