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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 | $102,429+32.6% | $147,096-7.6% | $80,925+67.9% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 18.61% | 135.02%-116.4pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $5,858 | $3,716+57.6% | $4,936+18.7% | $2,756+112.5% |
| Participant deferral / active EE | $19,068 | $6,649+186.8% | $8,071+136.2% | $4,299+343.6% |
| Admin fee / account holder | $16,012 | $7,957+101.2% | $13,005+23.1% | $6,940+130.7% |