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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 | $121,485 | $102,382+18.7% | $147,005-17.4% | $80,874+50.2% |
| Participation rate | 72.9% | 75.8%-2.9pp | 82.2%-9.2pp | 67.6%+5.3pp |
| Annual return | 19.53% | 134.89%-115.4pp | 418.76%-399.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $10,891 | $3,715+193.2% | $4,934+120.7% | $2,756+295.2% |
| Participant deferral / active EE | $14,135 | $6,646+112.7% | $8,070+75.2% | $4,297+229.0% |
| Admin fee / account holder | $475 | $7,942-94.0% | $13,006-96.3% | $6,935-93.1% |