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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 | $143,873 | $102,422+40.5% | $147,117-2.2% | $80,959+77.7% |
| Participation rate | 85.5% | 75.9%+9.6pp | 82.2%+3.3pp | 67.7%+17.8pp |
| Annual return | 16.89% | 135.16%-118.3pp | 420.54%-403.6pp | 35.67%-18.8pp |
| Employer contribution / active EE | $6,673 | $3,717+79.5% | $4,932+35.3% | $2,757+142.0% |
| Participant deferral / active EE | $12,028 | $6,652+80.8% | $8,065+49.1% | $4,300+179.7% |
| Admin fee / account holder | $5,219 | $7,953-34.4% | $12,993-59.8% | $6,925-24.6% |