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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 | $122,332 | $102,429+19.4% | $147,096-16.8% | $80,925+51.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 21.03% | 135.02%-114.0pp | 419.75%-398.7pp | 35.65%-14.6pp |
| Employer contribution / active EE | $7,881 | $3,716+112.1% | $4,936+59.7% | $2,756+185.9% |
| Participant deferral / active EE | $7,178 | $6,649+8.0% | $8,071-11.1% | $4,299+67.0% |
| Admin fee / account holder | $4,034 | $7,957-49.3% | $13,005-69.0% | $6,940-41.9% |