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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 | $158,219 | $102,429+54.5% | $147,096+7.6% | $80,925+95.5% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 16.54% | 135.02%-118.5pp | 419.75%-403.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $13,312 | $3,716+258.3% | $4,936+169.7% | $2,756+383.0% |
| Participant deferral / active EE | $12,958 | $6,649+94.9% | $8,071+60.5% | $4,299+201.4% |
| Admin fee / account holder | $5,659 | $7,957-28.9% | $13,005-56.5% | $6,940-18.5% |