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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 | $99,445 | $102,385-2.9% | $147,080-32.4% | $80,935+22.9% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 16.77% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $9,265 | $3,717+149.3% | $4,933+87.8% | $2,757+236.1% |
| Participant deferral / active EE | $13,231 | $6,651+98.9% | $8,066+64.0% | $4,299+207.7% |
| Admin fee / account holder | $21,750 | $7,951+173.5% | $12,989+67.5% | $6,924+214.1% |