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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 | $102,385+94.2% | $147,080+35.2% | $80,935+145.7% |
| Participation rate | 77.9% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 18.78% | 135.09%-116.3pp | 420.17%-401.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $1,430 | $3,717-61.5% | $4,933-71.0% | $2,757-48.1% |
| Participant deferral / active EE | $4,479 | $6,651-32.7% | $8,066-44.5% | $4,299+4.2% |
| Admin fee / account holder | $55,469 | $7,951+597.6% | $12,989+327.1% | $6,924+701.1% |