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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 | $198,842 | $102,382+94.2% | $147,005+35.3% | $80,874+145.9% |
| Participation rate | 77.9% | 75.8%+2.1pp | 82.2%-4.2pp | 67.6%+10.3pp |
| Annual return | 18.78% | 134.89%-116.1pp | 418.76%-400.0pp | 35.62%-16.8pp |
| Employer contribution / active EE | $1,430 | $3,715-61.5% | $4,934-71.0% | $2,756-48.1% |
| Participant deferral / active EE | $4,479 | $6,646-32.6% | $8,070-44.5% | $4,297+4.2% |
| Admin fee / account holder | $55,469 | $7,942+598.4% | $13,006+326.5% | $6,935+699.8% |