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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 | $131,421 | $102,429+28.3% | $147,096-10.7% | $80,925+62.4% |
| Participation rate | 94.8% | 75.9%+19.0pp | 82.2%+12.6pp | 67.7%+27.2pp |
| Annual return | 15.84% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $8,219 | $3,716+121.2% | $4,936+66.5% | $2,756+198.2% |
| Participant deferral / active EE | $3,321 | $6,649-50.0% | $8,071-58.9% | $4,299-22.7% |
| Admin fee / account holder | $15,710 | $7,957+97.4% | $13,005+20.8% | $6,940+126.4% |