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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 | $132,223 | $102,422+29.1% | $147,117-10.1% | $80,959+63.3% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 15.07% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $4,316 | $3,717+16.1% | $4,932-12.5% | $2,757+56.5% |
| Participant deferral / active EE | $7,940 | $6,652+19.4% | $8,065-1.5% | $4,300+84.6% |
| Admin fee / account holder | $15,435 | $7,953+94.1% | $12,993+18.8% | $6,925+122.9% |