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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 | $102,385+29.1% | $147,080-10.1% | $80,935+63.4% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 15.07% | 135.09%-120.0pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $4,316 | $3,717+16.1% | $4,933-12.5% | $2,757+56.6% |
| Participant deferral / active EE | $7,940 | $6,651+19.4% | $8,066-1.6% | $4,299+84.7% |
| Admin fee / account holder | $15,435 | $7,951+94.1% | $12,989+18.8% | $6,924+122.9% |