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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 | $128,722 | $102,429+25.7% | $147,096-12.5% | $80,925+59.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.22% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $6,666 | $3,716+79.4% | $4,936+35.1% | $2,756+141.9% |
| Participant deferral / active EE | $5,949 | $6,649-10.5% | $8,071-26.3% | $4,299+38.4% |
| Admin fee / account holder | $9,581 | $7,957+20.4% | $13,005-26.3% | $6,940+38.1% |