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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 | $130,466 | $102,393+27.4% | $147,041-11.3% | $80,911+61.2% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 16.72% | 134.95%-118.2pp | 419.21%-402.5pp | 35.63%-18.9pp |
| Employer contribution / active EE | $8,720 | $3,715+134.7% | $4,935+76.7% | $2,756+216.4% |
| Participant deferral / active EE | $6,737 | $6,647+1.4% | $8,071-16.5% | $4,297+56.8% |
| Admin fee / account holder | $54,943 | $7,943+591.7% | $13,006+322.4% | $6,935+692.3% |