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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 | $126,216 | $102,422+23.2% | $147,117-14.2% | $80,959+55.9% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 14.30% | 135.16%-120.9pp | 420.54%-406.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $8,295 | $3,717+123.1% | $4,932+68.2% | $2,757+200.8% |
| Participant deferral / active EE | $16,875 | $6,652+153.7% | $8,065+109.2% | $4,300+292.4% |
| Admin fee / account holder | $15,179 | $7,953+90.9% | $12,993+16.8% | $6,925+119.2% |