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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 | $125,499 | $102,393+22.6% | $147,041-14.7% | $80,911+55.1% |
| Participation rate | 95.3% | 75.9%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 13.57% | 134.95%-121.4pp | 419.21%-405.6pp | 35.63%-22.1pp |
| Employer contribution / active EE | $6,933 | $3,715+86.6% | $4,935+40.5% | $2,756+151.6% |
| Participant deferral / active EE | $8,324 | $6,647+25.2% | $8,071+3.1% | $4,297+93.7% |
| Admin fee / account holder | $5,663 | $7,943-28.7% | $13,006-56.5% | $6,935-18.3% |