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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 | $145,784 | $102,429+42.3% | $147,096-0.9% | $80,925+80.1% |
| Participation rate | 94.2% | 75.9%+18.3pp | 82.2%+12.0pp | 67.7%+26.5pp |
| Annual return | 21.47% | 135.02%-113.6pp | 419.75%-398.3pp | 35.65%-14.2pp |
| Employer contribution / active EE | $7,482 | $3,716+101.4% | $4,936+51.6% | $2,756+171.5% |
| Participant deferral / active EE | $12,876 | $6,649+93.7% | $8,071+59.5% | $4,299+199.5% |
| Admin fee / account holder | $2,866 | $7,957-64.0% | $13,005-78.0% | $6,940-58.7% |