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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 | $102,385+18.0% | $147,080-17.8% | $80,935+49.3% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 13.51% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.1pp |
| Employer contribution / active EE | $7,184 | $3,717+93.3% | $4,933+45.6% | $2,757+160.6% |
| Participant deferral / active EE | $8,140 | $6,651+22.4% | $8,066+0.9% | $4,299+89.3% |
| Admin fee / account holder | $17,021 | $7,951+114.1% | $12,989+31.0% | $6,924+145.8% |