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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 | $123,301 | $105,210+17.2% | $159,487-22.7% | $85,851+43.6% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 16.86% | 45.08%-28.2pp | 263.71%-246.8pp | 318.63%-301.8pp |
| Employer contribution / active EE | $7,957 | $3,319+139.7% | $4,831+64.7% | $2,565+210.2% |
| Participant deferral / active EE | $6,838 | $5,946+15.0% | $7,354-7.0% | $3,952+73.0% |
| Admin fee / account holder | $15,731 | $6,934+126.9% | $10,804+45.6% | $6,261+151.3% |