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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 | $116,898 | $102,382+14.2% | $147,005-20.5% | $80,874+44.5% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 15.44% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $5,159 | $3,715+38.9% | $4,934+4.5% | $2,756+87.2% |
| Participant deferral / active EE | $16,488 | $6,646+148.1% | $8,070+104.3% | $4,297+283.7% |
| Admin fee / account holder | $4,053 | $7,942-49.0% | $13,006-68.8% | $6,935-41.6% |