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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 | $102,385+29.1% | $147,080-10.1% | $80,935+63.3% |
| Participation rate | 89.3% | 75.9%+13.5pp | 82.2%+7.2pp | 67.7%+21.7pp |
| Annual return | 24.44% | 135.09%-110.6pp | 420.17%-395.7pp | 35.66%-11.2pp |
| Employer contribution / active EE | $10,466 | $3,717+181.6% | $4,933+112.1% | $2,757+279.7% |
| Participant deferral / active EE | $21,387 | $6,651+221.6% | $8,066+165.1% | $4,299+397.4% |
| Admin fee / account holder | $1,494 | $7,951-81.2% | $12,989-88.5% | $6,924-78.4% |