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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 | $102,422+94.1% | $147,117+35.2% | $80,959+145.6% |
| Participation rate | 77.9% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 18.78% | 135.16%-116.4pp | 420.54%-401.8pp | 35.67%-16.9pp |
| Employer contribution / active EE | $1,430 | $3,717-61.5% | $4,932-71.0% | $2,757-48.1% |
| Participant deferral / active EE | $4,479 | $6,652-32.7% | $8,065-44.5% | $4,300+4.1% |
| Admin fee / account holder | $55,469 | $7,953+597.4% | $12,993+326.9% | $6,925+701.0% |