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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 | $102,382+19.5% | $147,005-16.8% | $80,874+51.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 21.03% | 134.89%-113.9pp | 418.76%-397.7pp | 35.62%-14.6pp |
| Employer contribution / active EE | $7,881 | $3,715+112.1% | $4,934+59.7% | $2,756+186.0% |
| Participant deferral / active EE | $7,178 | $6,646+8.0% | $8,070-11.0% | $4,297+67.1% |
| Admin fee / account holder | $4,034 | $7,942-49.2% | $13,006-69.0% | $6,935-41.8% |