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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 | $121,551 | $102,382+18.7% | $147,005-17.3% | $80,874+50.3% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 15.16% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.5pp |
| Employer contribution / active EE | $8,112 | $3,715+118.4% | $4,934+64.4% | $2,756+194.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,441 | $7,942-44.1% | $13,006-65.9% | $6,935-36.0% |