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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 | $155,044 | $102,429+51.4% | $147,096+5.4% | $80,925+91.6% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 12.51% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,701 | $3,716-27.3% | $4,936-45.3% | $2,756-2.0% |
| Participant deferral / active EE | $6,495 | $6,649-2.3% | $8,071-19.5% | $4,299+51.1% |
| Admin fee / account holder | $25,374 | $7,957+218.9% | $13,005+95.1% | $6,940+265.6% |