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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 | $150,907 | $102,382+47.4% | $147,005+2.7% | $80,874+86.6% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.8pp | 67.6%+28.3pp |
| Annual return | 14.18% | 134.89%-120.7pp | 418.76%-404.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $7,405 | $3,715+99.3% | $4,934+50.1% | $2,756+168.7% |
| Participant deferral / active EE | $8,451 | $6,646+27.1% | $8,070+4.7% | $4,297+96.7% |
| Admin fee / account holder | $7,162 | $7,942-9.8% | $13,006-44.9% | $6,935+3.3% |