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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 | $102,385+16.9% | $147,080-18.6% | $80,935+47.9% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 12.61% | 135.09%-122.5pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $2,398 | $3,717-35.5% | $4,933-51.4% | $2,757-13.0% |
| Participant deferral / active EE | $10,211 | $6,651+53.5% | $8,066+26.6% | $4,299+137.5% |
| Admin fee / account holder | $25,737 | $7,951+223.7% | $12,989+98.1% | $6,924+271.7% |