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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 | $130,740 | $102,385+27.7% | $147,080-11.1% | $80,935+61.5% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 16.74% | 135.09%-118.4pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $15,814 | $3,717+325.5% | $4,933+220.6% | $2,757+473.7% |
| Participant deferral / active EE | $13,521 | $6,651+103.3% | $8,066+67.6% | $4,299+214.5% |
| Admin fee / account holder | $10,578 | $7,951+33.0% | $12,989-18.6% | $6,924+52.8% |