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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 | $102,429+85.7% | $147,096+29.3% | $80,925+135.1% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 15.26% | 135.02%-119.8pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $5,876 | $3,716+58.1% | $4,936+19.0% | $2,756+113.2% |
| Participant deferral / active EE | $13,283 | $6,649+99.8% | $8,071+64.6% | $4,299+209.0% |
| Admin fee / account holder | $3,545 | $7,957-55.4% | $13,005-72.7% | $6,940-48.9% |