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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 | $123,927 | $102,393+21.0% | $147,041-15.7% | $80,911+53.2% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 14.34% | 134.95%-120.6pp | 419.21%-404.9pp | 35.63%-21.3pp |
| Employer contribution / active EE | $3,984 | $3,715+7.2% | $4,935-19.3% | $2,756+44.6% |
| Participant deferral / active EE | $11,020 | $6,647+65.8% | $8,071+36.5% | $4,297+156.5% |
| Admin fee / account holder | $38,848 | $7,943+389.1% | $13,006+198.7% | $6,935+460.2% |