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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 | $102,382+41.8% | $147,005-1.2% | $80,874+79.5% |
| Participation rate | 90.8% | 75.8%+14.9pp | 82.2%+8.6pp | 67.6%+23.1pp |
| Annual return | 18.21% | 134.89%-116.7pp | 418.76%-400.6pp | 35.62%-17.4pp |
| Employer contribution / active EE | $6,953 | $3,715+87.2% | $4,934+40.9% | $2,756+152.3% |
| Participant deferral / active EE | $7,771 | $6,646+16.9% | $8,070-3.7% | $4,297+80.8% |
| Admin fee / account holder | $5,133 | $7,942-35.4% | $13,006-60.5% | $6,935-26.0% |