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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 | $221,488 | $96,678+129.1% | $86,640+155.6% | $139,466+58.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 14.16% | 106.69%-92.5pp | 592.52%-578.4pp | 373.66%-359.5pp |
| Employer contribution / active EE | $11,728 | $3,265+259.2% | $3,024+287.8% | $4,754+146.7% |
| Participant deferral / active EE | $11,728 | $4,837+142.5% | $4,438+164.2% | $6,712+74.7% |
| Admin fee / account holder | $3,269 | $6,410-49.0% | $5,616-41.8% | $11,409-71.3% |