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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 | $154,679 | $102,385+51.1% | $147,080+5.2% | $80,935+91.1% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.7%+23.8pp |
| Annual return | 21.54% | 135.09%-113.5pp | 420.17%-398.6pp | 35.66%-14.1pp |
| Employer contribution / active EE | $5,314 | $3,717+43.0% | $4,933+7.7% | $2,757+92.8% |
| Participant deferral / active EE | $12,697 | $6,651+90.9% | $8,066+57.4% | $4,299+195.3% |
| Admin fee / account holder | $8,544 | $7,951+7.4% | $12,989-34.2% | $6,924+23.4% |