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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 | $196,888 | $75,832+159.6% | $147,617+33.4% | $59,633+230.2% |
| Participation rate | 87.3% | 71.6%+15.8pp | 84.6%+2.7pp | 68.7%+18.7pp |
| Annual return | 1.21% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $8,351 | $3,485+139.7% | $5,564+50.1% | $2,203+279.2% |
| Participant deferral / active EE | $5,643 | $3,131+80.3% | $4,895+15.3% | $3,192+76.8% |
| Admin fee / account holder | $14,522 | $5,986+142.6% | $11,612+25.1% | $4,297+238.0% |