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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 | $209,415 | $49,199+325.6% | $121,210+72.8% | $75,177+178.6% |
| Participation rate | 96.0% | 55.4%+40.6pp | 69.5%+26.5pp | 67.2%+28.8pp |
| Annual return | 18.38% | 56.04%-37.7pp | 987.41%-969.0pp | 160.75%-142.4pp |
| Employer contribution / active EE | $3,498 | $1,547+126.1% | $4,171-16.1% | $2,671+31.0% |
| Participant deferral / active EE | $8,822 | $2,630+235.4% | $4,084+116.0% | $4,126+113.8% |
| Admin fee / account holder | $2,423 | $3,946-38.6% | $5,647-57.1% | $5,651-57.1% |