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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 | $128,655 | $102,393+25.6% | $147,041-12.5% | $80,911+59.0% |
| Participation rate | 88.1% | 75.9%+12.3pp | 82.2%+6.0pp | 67.6%+20.5pp |
| Annual return | 19.14% | 134.95%-115.8pp | 419.21%-400.1pp | 35.63%-16.5pp |
| Employer contribution / active EE | $6,329 | $3,715+70.4% | $4,935+28.3% | $2,756+129.7% |
| Participant deferral / active EE | $11,703 | $6,647+76.1% | $8,071+45.0% | $4,297+172.3% |
| Admin fee / account holder | $2,812 | $7,943-64.6% | $13,006-78.4% | $6,935-59.5% |