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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 | $124,719 | $102,385+21.8% | $147,080-15.2% | $80,935+54.1% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 17.82% | 135.09%-117.3pp | 420.17%-402.4pp | 35.66%-17.8pp |
| Employer contribution / active EE | $8,284 | $3,717+122.9% | $4,933+67.9% | $2,757+200.5% |
| Participant deferral / active EE | $15,007 | $6,651+125.6% | $8,066+86.0% | $4,299+249.0% |
| Admin fee / account holder | $11,078 | $7,951+39.3% | $12,989-14.7% | $6,924+60.0% |