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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 | $102,393+141.0% | $147,041+67.8% | $80,911+205.0% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 18.63% | 134.95%-116.3pp | 419.21%-400.6pp | 35.63%-17.0pp |
| Employer contribution / active EE | $5,069 | $3,715+36.4% | $4,935+2.7% | $2,756+83.9% |
| Participant deferral / active EE | $12,985 | $6,647+95.4% | $8,071+60.9% | $4,297+202.2% |
| Admin fee / account holder | $1,960 | $7,943-75.3% | $13,006-84.9% | $6,935-71.7% |