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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 | $136,048 | $102,382+32.9% | $147,005-7.5% | $80,874+68.2% |
| Participation rate | 96.3% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 17.51% | 134.89%-117.4pp | 418.76%-401.3pp | 35.62%-18.1pp |
| Employer contribution / active EE | $2,367 | $3,715-36.3% | $4,934-52.0% | $2,756-14.1% |
| Participant deferral / active EE | $14,518 | $6,646+118.4% | $8,070+79.9% | $4,297+237.9% |
| Admin fee / account holder | $8,751 | $7,942+10.2% | $13,006-32.7% | $6,935+26.2% |