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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 | $148,679 | $102,385+45.2% | $147,080+1.1% | $80,935+83.7% |
| Participation rate | 95.8% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.2pp |
| Annual return | 15.58% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $6,118 | $3,717+64.6% | $4,933+24.0% | $2,757+121.9% |
| Participant deferral / active EE | $6,657 | $6,651+0.1% | $8,066-17.5% | $4,299+54.8% |
| Admin fee / account holder | $3,409 | $7,951-57.1% | $12,989-73.8% | $6,924-50.8% |