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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 | $102,429+40.5% | $147,096-2.2% | $80,925+77.8% |
| Participation rate | 85.5% | 75.9%+9.6pp | 82.2%+3.3pp | 67.7%+17.8pp |
| Annual return | 16.89% | 135.02%-118.1pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $6,673 | $3,716+79.6% | $4,936+35.2% | $2,756+142.1% |
| Participant deferral / active EE | $12,028 | $6,649+80.9% | $8,071+49.0% | $4,299+179.8% |
| Admin fee / account holder | $5,219 | $7,957-34.4% | $13,005-59.9% | $6,940-24.8% |