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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 | $118,330 | $102,382+15.6% | $147,005-19.5% | $80,874+46.3% |
| Participation rate | 92.6% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 13.51% | 134.89%-121.4pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $10,086 | $3,715+171.5% | $4,934+104.4% | $2,756+266.0% |
| Participant deferral / active EE | $12,357 | $6,646+85.9% | $8,070+53.1% | $4,297+187.6% |
| Admin fee / account holder | $6,226 | $7,942-21.6% | $13,006-52.1% | $6,935-10.2% |