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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 | $145,198 | $102,429+41.8% | $147,096-1.3% | $80,925+79.4% |
| Participation rate | 90.8% | 75.9%+14.9pp | 82.2%+8.6pp | 67.7%+23.1pp |
| Annual return | 18.21% | 135.02%-116.8pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $6,953 | $3,716+87.1% | $4,936+40.9% | $2,756+152.3% |
| Participant deferral / active EE | $7,771 | $6,649+16.9% | $8,071-3.7% | $4,299+80.8% |
| Admin fee / account holder | $5,133 | $7,957-35.5% | $13,005-60.5% | $6,940-26.0% |