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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 | $138,826 | $102,429+35.5% | $147,096-5.6% | $80,925+71.5% |
| Participation rate | 79.4% | 75.9%+3.6pp | 82.2%-2.8pp | 67.7%+11.8pp |
| Annual return | 31.34% | 135.02%-103.7pp | 419.75%-388.4pp | 35.65%-4.3pp |
| Employer contribution / active EE | $7,990 | $3,716+115.0% | $4,936+61.9% | $2,756+189.9% |
| Participant deferral / active EE | $8,263 | $6,649+24.3% | $8,071+2.4% | $4,299+92.2% |
| Admin fee / account holder | $4,628 | $7,957-41.8% | $13,005-64.4% | $6,940-33.3% |