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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 | $129,626 | $49,199+163.5% | $121,210+6.9% | $75,177+72.4% |
| Participation rate | 90.0% | 55.4%+34.6pp | 69.5%+20.5pp | 67.2%+22.8pp |
| Annual return | 14.32% | 56.04%-41.7pp | 987.41%-973.1pp | 160.75%-146.4pp |
| Employer contribution / active EE | $7,330 | $1,547+373.7% | $4,171+75.7% | $2,671+174.4% |
| Participant deferral / active EE | $3,353 | $2,630+27.5% | $4,084-17.9% | $4,126-18.7% |
| Admin fee / account holder | $2,620 | $3,946-33.6% | $5,647-53.6% | $5,651-53.6% |