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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 | $119,306 | $56,431+111.4% | $130,788-8.8% | $87,485+36.4% |
| Participation rate | 93.5% | 58.9%+34.6pp | 70.1%+23.4pp | 68.9%+24.6pp |
| Annual return | 15.07% | 91.27%-76.2pp | 386.44%-371.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $7,326 | $1,549+372.9% | $3,558+105.9% | $2,596+182.2% |
| Participant deferral / active EE | $5,003 | $2,749+82.0% | $4,137+20.9% | $4,274+17.1% |
| Admin fee / account holder | $4,136 | $4,433-6.7% | $6,673-38.0% | $7,775-46.8% |