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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 | $120,131 | $104,479+15.0% | $159,474-24.7% | $79,391+51.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.08% | 67.98%-52.9pp | 263.68%-248.6pp | 116.88%-101.8pp |
| Employer contribution / active EE | $5,752 | $3,417+68.3% | $4,831+19.1% | $2,428+136.9% |
| Participant deferral / active EE | $9,864 | $6,468+52.5% | $7,353+34.2% | $4,046+143.8% |
| Admin fee / account holder | $13,821 | $711+1843.0% | $10,802+27.9% | $627+2106.0% |