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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 | $136,048 | $102,429+32.8% | $147,096-7.5% | $80,925+68.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 17.51% | 135.02%-117.5pp | 419.75%-402.2pp | 35.65%-18.1pp |
| Employer contribution / active EE | $2,367 | $3,716-36.3% | $4,936-52.0% | $2,756-14.1% |
| Participant deferral / active EE | $14,518 | $6,649+118.4% | $8,071+79.9% | $4,299+237.7% |
| Admin fee / account holder | $8,751 | $7,957+10.0% | $13,005-32.7% | $6,940+26.1% |