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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 | $127,009 | $102,382+24.1% | $147,005-13.6% | $80,874+57.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.21% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $7,225 | $3,715+94.5% | $4,934+46.4% | $2,756+162.2% |
| Participant deferral / active EE | $9,219 | $6,646+38.7% | $8,070+14.2% | $4,297+114.5% |
| Admin fee / account holder | $6,506 | $7,942-18.1% | $13,006-50.0% | $6,935-6.2% |