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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 | $214,617 | $102,382+109.6% | $147,005+46.0% | $80,874+165.4% |
| Participation rate | 92.6% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 14.06% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $4,998 | $3,715+34.5% | $4,934+1.3% | $2,756+81.4% |
| Participant deferral / active EE | $5,200 | $6,646-21.8% | $8,070-35.6% | $4,297+21.0% |
| Admin fee / account holder | $70,084 | $7,942+782.4% | $13,006+438.9% | $6,935+910.6% |