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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 | $135,744 | $102,422+32.5% | $147,117-7.7% | $80,959+67.7% |
| Participation rate | 88.4% | 75.9%+12.5pp | 82.2%+6.2pp | 67.7%+20.7pp |
| Annual return | 14.01% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $6,539 | $3,717+75.9% | $4,932+32.6% | $2,757+137.2% |
| Participant deferral / active EE | $6,777 | $6,652+1.9% | $8,065-16.0% | $4,300+57.6% |
| Admin fee / account holder | $41,708 | $7,953+424.4% | $12,993+221.0% | $6,925+502.3% |