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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 | $246,783 | $102,422+140.9% | $147,117+67.7% | $80,959+204.8% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 18.63% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $5,069 | $3,717+36.3% | $4,932+2.8% | $2,757+83.8% |
| Participant deferral / active EE | $12,985 | $6,652+95.2% | $8,065+61.0% | $4,300+202.0% |
| Admin fee / account holder | $1,960 | $7,953-75.4% | $12,993-84.9% | $6,925-71.7% |