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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 | $102,393+23.8% | $147,041-13.8% | $80,911+56.7% |
| Participation rate | 98.7% | 75.9%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 15.90% | 134.95%-119.1pp | 419.21%-403.3pp | 35.63%-19.7pp |
| Employer contribution / active EE | $7,222 | $3,715+94.4% | $4,935+46.3% | $2,756+162.1% |
| Participant deferral / active EE | $6,033 | $6,647-9.2% | $8,071-25.3% | $4,297+40.4% |
| Admin fee / account holder | $1,207 | $7,943-84.8% | $13,006-90.7% | $6,935-82.6% |