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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 | $131,821 | $102,422+28.7% | $147,117-10.4% | $80,959+62.8% |
| Participation rate | 83.8% | 75.9%+7.9pp | 82.2%+1.6pp | 67.7%+16.1pp |
| Annual return | 14.25% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $7,131 | $3,717+91.8% | $4,932+44.6% | $2,757+158.6% |
| Participant deferral / active EE | $9,403 | $6,652+41.4% | $8,065+16.6% | $4,300+118.7% |
| Admin fee / account holder | $501 | $7,953-93.7% | $12,993-96.1% | $6,925-92.8% |