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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 | $102,393+32.6% | $147,041-7.7% | $80,911+67.8% |
| Participation rate | 88.4% | 75.9%+12.5pp | 82.2%+6.2pp | 67.6%+20.7pp |
| Annual return | 14.01% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $6,539 | $3,715+76.0% | $4,935+32.5% | $2,756+137.3% |
| Participant deferral / active EE | $6,777 | $6,647+2.0% | $8,071-16.0% | $4,297+57.7% |
| Admin fee / account holder | $41,708 | $7,943+425.1% | $13,006+220.7% | $6,935+501.4% |