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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 | $102,429+31.3% | $147,096-8.5% | $80,925+66.2% |
| Participation rate | 91.8% | 75.9%+16.0pp | 82.2%+9.7pp | 67.7%+24.2pp |
| Annual return | 14.92% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $3,763 | $3,716+1.3% | $4,936-23.8% | $2,756+36.5% |
| Participant deferral / active EE | $12,224 | $6,649+83.9% | $8,071+51.5% | $4,299+184.4% |
| Admin fee / account holder | $12,939 | $7,957+62.6% | $13,005-0.5% | $6,940+86.4% |