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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 | $102,429+18.7% | $147,096-17.4% | $80,925+50.2% |
| Participation rate | 89.2% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 15.16% | 135.02%-119.9pp | 419.75%-404.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $8,112 | $3,716+118.3% | $4,936+64.3% | $2,756+194.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,441 | $7,957-44.2% | $13,005-65.9% | $6,940-36.0% |