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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 | $102,429+143.4% | $147,096+69.5% | $80,925+208.1% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 12.18% | 135.02%-122.8pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $10,267 | $3,716+176.3% | $4,936+108.0% | $2,756+272.5% |
| Participant deferral / active EE | $8,974 | $6,649+35.0% | $8,071+11.2% | $4,299+108.8% |
| Admin fee / account holder | $41,052 | $7,957+415.9% | $13,005+215.7% | $6,940+491.5% |