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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 | $249,292 | $102,382+143.5% | $147,005+69.6% | $80,874+208.2% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 12.18% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $10,267 | $3,715+176.4% | $4,934+108.1% | $2,756+272.6% |
| Participant deferral / active EE | $8,974 | $6,646+35.0% | $8,070+11.2% | $4,297+108.8% |
| Admin fee / account holder | $41,052 | $7,942+416.9% | $13,006+215.6% | $6,935+491.9% |