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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 | $126,763 | $102,422+23.8% | $147,117-13.8% | $80,959+56.6% |
| Participation rate | 98.7% | 75.9%+22.8pp | 82.2%+16.5pp | 67.7%+31.0pp |
| Annual return | 15.90% | 135.16%-119.3pp | 420.54%-404.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $7,222 | $3,717+94.3% | $4,932+46.4% | $2,757+161.9% |
| Participant deferral / active EE | $6,033 | $6,652-9.3% | $8,065-25.2% | $4,300+40.3% |
| Admin fee / account holder | $1,207 | $7,953-84.8% | $12,993-90.7% | $6,925-82.6% |