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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 | $132,171 | $102,393+29.1% | $147,041-10.1% | $80,911+63.4% |
| Participation rate | 89.3% | 75.9%+13.5pp | 82.2%+7.2pp | 67.6%+21.7pp |
| Annual return | 24.44% | 134.95%-110.5pp | 419.21%-394.8pp | 35.63%-11.2pp |
| Employer contribution / active EE | $10,466 | $3,715+181.7% | $4,935+112.1% | $2,756+279.8% |
| Participant deferral / active EE | $21,387 | $6,647+221.8% | $8,071+165.0% | $4,297+397.7% |
| Admin fee / account holder | $1,494 | $7,943-81.2% | $13,006-88.5% | $6,935-78.5% |