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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 | $137,102 | $102,385+33.9% | $147,080-6.8% | $80,935+69.4% |
| Participation rate | 79.4% | 75.9%+3.5pp | 82.2%-2.8pp | 67.7%+11.7pp |
| Annual return | 20.51% | 135.09%-114.6pp | 420.17%-399.7pp | 35.66%-15.1pp |
| Employer contribution / active EE | $3,993 | $3,717+7.4% | $4,933-19.1% | $2,757+44.9% |
| Participant deferral / active EE | $9,984 | $6,651+50.1% | $8,066+23.8% | $4,299+132.2% |
| Admin fee / account holder | $24,567 | $7,951+209.0% | $12,989+89.1% | $6,924+254.8% |