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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 | $122,409 | $102,422+19.5% | $147,117-16.8% | $80,959+51.2% |
| Participation rate | 89.8% | 75.9%+14.0pp | 82.2%+7.6pp | 67.7%+22.2pp |
| Annual return | 16.84% | 135.16%-118.3pp | 420.54%-403.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $6,196 | $3,717+66.7% | $4,932+25.6% | $2,757+124.7% |
| Participant deferral / active EE | $12,335 | $6,652+85.4% | $8,065+53.0% | $4,300+186.8% |
| Admin fee / account holder | $9,450 | $7,953+18.8% | $12,993-27.3% | $6,925+36.5% |