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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 | $99,546 | $102,382-2.8% | $147,005-32.3% | $80,874+23.1% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 14.48% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $8,777 | $3,715+136.3% | $4,934+77.9% | $2,756+218.5% |
| Participant deferral / active EE | $12,516 | $6,646+88.3% | $8,070+55.1% | $4,297+191.3% |
| Admin fee / account holder | $16,524 | $7,942+108.1% | $13,006+27.0% | $6,935+138.3% |