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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 | $136,835 | $102,422+33.6% | $147,117-7.0% | $80,959+69.0% |
| Participation rate | 85.4% | 75.9%+9.5pp | 82.2%+3.2pp | 67.7%+17.7pp |
| Annual return | 15.03% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $7,857 | $3,717+111.4% | $4,932+59.3% | $2,757+185.0% |
| Participant deferral / active EE | $12,803 | $6,652+92.5% | $8,065+58.8% | $4,300+197.7% |
| Admin fee / account holder | $13,322 | $7,953+67.5% | $12,993+2.5% | $6,925+92.4% |