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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 | $102,422+32.8% | $147,117-7.6% | $80,959+68.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 13.04% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $7,877 | $3,717+111.9% | $4,932+59.7% | $2,757+185.7% |
| Participant deferral / active EE | $14,641 | $6,652+120.1% | $8,065+81.6% | $4,300+240.5% |
| Admin fee / account holder | $5,515 | $7,953-30.7% | $12,993-57.6% | $6,925-20.4% |