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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 | $136,919 | $102,393+33.7% | $147,041-6.9% | $80,911+69.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 18.06% | 134.95%-116.9pp | 419.21%-401.2pp | 35.63%-17.6pp |
| Employer contribution / active EE | $12,530 | $3,715+237.2% | $4,935+153.9% | $2,756+354.7% |
| Participant deferral / active EE | $9,716 | $6,647+46.2% | $8,071+20.4% | $4,297+126.1% |
| Admin fee / account holder | $5,293 | $7,943-33.4% | $13,006-59.3% | $6,935-23.7% |