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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 | $117,330 | $102,429+14.5% | $147,096-20.2% | $80,925+45.0% |
| Participation rate | 97.7% | 75.9%+21.9pp | 82.2%+15.5pp | 67.7%+30.1pp |
| Annual return | 19.26% | 135.02%-115.8pp | 419.75%-400.5pp | 35.65%-16.4pp |
| Employer contribution / active EE | $13,032 | $3,716+250.7% | $4,936+164.0% | $2,756+372.8% |
| Participant deferral / active EE | $20,221 | $6,649+204.1% | $8,071+150.5% | $4,299+370.4% |
| Admin fee / account holder | $577 | $7,957-92.8% | $13,005-95.6% | $6,940-91.7% |