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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 | $134,526 | $102,382+31.4% | $147,005-8.5% | $80,874+66.3% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 14.92% | 134.89%-120.0pp | 418.76%-403.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,763 | $3,715+1.3% | $4,934-23.7% | $2,756+36.5% |
| Participant deferral / active EE | $12,224 | $6,646+83.9% | $8,070+51.5% | $4,297+184.5% |
| Admin fee / account holder | $12,939 | $7,942+62.9% | $13,006-0.5% | $6,935+86.6% |