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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 | $140,758 | $102,422+37.4% | $147,117-4.3% | $80,959+73.9% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 15.84% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $6,443 | $3,717+73.3% | $4,932+30.6% | $2,757+133.7% |
| Participant deferral / active EE | $12,538 | $6,652+88.5% | $8,065+55.5% | $4,300+191.5% |
| Admin fee / account holder | $3,582 | $7,953-55.0% | $12,993-72.4% | $6,925-48.3% |