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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 | $102,385+27.4% | $147,080-11.3% | $80,935+61.2% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 16.72% | 135.09%-118.4pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $8,720 | $3,717+134.6% | $4,933+76.8% | $2,757+216.3% |
| Participant deferral / active EE | $6,737 | $6,651+1.3% | $8,066-16.5% | $4,299+56.7% |
| Admin fee / account holder | $54,943 | $7,951+591.0% | $12,989+323.0% | $6,924+693.5% |