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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 | $200,140 | $102,382+95.5% | $147,005+36.1% | $80,874+147.5% |
| Participation rate | 86.9% | 75.8%+11.0pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 13.94% | 134.89%-121.0pp | 418.76%-404.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $9,437 | $3,715+154.0% | $4,934+91.3% | $2,756+242.5% |
| Participant deferral / active EE | $8,920 | $6,646+34.2% | $8,070+10.5% | $4,297+107.6% |
| Admin fee / account holder | $3,306 | $7,942-58.4% | $13,006-74.6% | $6,935-52.3% |