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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 | $119,713 | $102,393+16.9% | $147,041-18.6% | $80,911+48.0% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 12.61% | 134.95%-122.3pp | 419.21%-406.6pp | 35.63%-23.0pp |
| Employer contribution / active EE | $2,398 | $3,715-35.4% | $4,935-51.4% | $2,756-13.0% |
| Participant deferral / active EE | $10,211 | $6,647+53.6% | $8,071+26.5% | $4,297+137.6% |
| Admin fee / account holder | $25,737 | $7,943+224.0% | $13,006+97.9% | $6,935+271.1% |