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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 | $102,382+33.7% | $147,005-6.9% | $80,874+69.2% |
| Participation rate | 85.4% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 15.03% | 134.89%-119.9pp | 418.76%-403.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $7,857 | $3,715+111.5% | $4,934+59.2% | $2,756+185.1% |
| Participant deferral / active EE | $12,803 | $6,646+92.6% | $8,070+58.7% | $4,297+198.0% |
| Admin fee / account holder | $13,322 | $7,942+67.7% | $13,006+2.4% | $6,935+92.1% |