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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 | $110,453 | $56,134+96.8% | $96,192+14.8% | $85,851+28.7% |
| Participation rate | 82.1% | 56.7%+25.4pp | 68.4%+13.7pp | 69.3%+12.8pp |
| Annual return | 12.24% | 42.30%-30.1pp | 192.09%-179.9pp | 318.63%-306.4pp |
| Employer contribution / active EE | $3,008 | $1,620+85.6% | $2,799+7.4% | $2,565+17.2% |
| Participant deferral / active EE | $4,603 | $2,858+61.1% | $4,351+5.8% | $3,952+16.5% |
| Admin fee / account holder | $1,466 | $3,769-61.1% | $5,539-73.5% | $6,261-76.6% |