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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 | $120,828 | $102,393+18.0% | $147,041-17.8% | $80,911+49.3% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 13.51% | 134.95%-121.4pp | 419.21%-405.7pp | 35.63%-22.1pp |
| Employer contribution / active EE | $7,184 | $3,715+93.4% | $4,935+45.6% | $2,756+160.7% |
| Participant deferral / active EE | $8,140 | $6,647+22.5% | $8,071+0.9% | $4,297+89.4% |
| Admin fee / account holder | $17,021 | $7,943+114.3% | $13,006+30.9% | $6,935+145.5% |