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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 | $132,951 | $102,422+29.8% | $147,117-9.6% | $80,959+64.2% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 18.34% | 135.16%-116.8pp | 420.54%-402.2pp | 35.67%-17.3pp |
| Employer contribution / active EE | $5,047 | $3,717+35.8% | $4,932+2.3% | $2,757+83.1% |
| Participant deferral / active EE | $11,821 | $6,652+77.7% | $8,065+46.6% | $4,300+174.9% |
| Admin fee / account holder | $18,936 | $7,953+138.1% | $12,993+45.7% | $6,925+173.4% |