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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 | $155,661 | $102,385+52.0% | $147,080+5.8% | $80,935+92.3% |
| Participation rate | 92.4% | 75.9%+16.6pp | 82.2%+10.2pp | 67.7%+24.8pp |
| Annual return | 24.62% | 135.09%-110.5pp | 420.17%-395.5pp | 35.66%-11.0pp |
| Employer contribution / active EE | $7,282 | $3,717+95.9% | $4,933+47.6% | $2,757+164.1% |
| Participant deferral / active EE | $11,720 | $6,651+76.2% | $8,066+45.3% | $4,299+172.6% |
| Admin fee / account holder | $5,113 | $7,951-35.7% | $12,989-60.6% | $6,924-26.2% |