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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 | $135,997 | $102,429+32.8% | $147,096-7.5% | $80,925+68.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 13.04% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $7,877 | $3,716+112.0% | $4,936+59.6% | $2,756+185.8% |
| Participant deferral / active EE | $14,641 | $6,649+120.2% | $8,071+81.4% | $4,299+240.6% |
| Admin fee / account holder | $5,515 | $7,957-30.7% | $13,005-57.6% | $6,940-20.5% |