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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 | $102,422+31.3% | $147,117-8.6% | $80,959+66.2% |
| Participation rate | 91.8% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 14.92% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,763 | $3,717+1.2% | $4,932-23.7% | $2,757+36.5% |
| Participant deferral / active EE | $12,224 | $6,652+83.8% | $8,065+51.6% | $4,300+184.3% |
| Admin fee / account holder | $12,939 | $7,953+62.7% | $12,993-0.4% | $6,925+86.8% |