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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 | $190,225 | $102,422+85.7% | $147,117+29.3% | $80,959+135.0% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 15.26% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $5,876 | $3,717+58.1% | $4,932+19.1% | $2,757+113.1% |
| Participant deferral / active EE | $13,283 | $6,652+99.7% | $8,065+64.7% | $4,300+208.9% |
| Admin fee / account holder | $3,545 | $7,953-55.4% | $12,993-72.7% | $6,925-48.8% |