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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 | $135,856 | $102,385+32.7% | $147,080-7.6% | $80,935+67.9% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 18.61% | 135.09%-116.5pp | 420.17%-401.6pp | 35.66%-17.0pp |
| Employer contribution / active EE | $5,858 | $3,717+57.6% | $4,933+18.7% | $2,757+112.5% |
| Participant deferral / active EE | $19,068 | $6,651+186.7% | $8,066+136.4% | $4,299+343.5% |
| Admin fee / account holder | $16,012 | $7,951+101.4% | $12,989+23.3% | $6,924+131.2% |