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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 | $113,772 | $102,382+11.1% | $147,005-22.6% | $80,874+40.7% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 16.90% | 134.89%-118.0pp | 418.76%-401.9pp | 35.62%-18.7pp |
| Employer contribution / active EE | $5,979 | $3,715+60.9% | $4,934+21.2% | $2,756+117.0% |
| Participant deferral / active EE | $9,329 | $6,646+40.4% | $8,070+15.6% | $4,297+117.1% |
| Admin fee / account holder | $10,958 | $7,942+38.0% | $13,006-15.7% | $6,935+58.0% |