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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 | $224,923 | $102,382+119.7% | $147,005+53.0% | $80,874+178.1% |
| Participation rate | 85.4% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 21.58% | 134.89%-113.3pp | 418.76%-397.2pp | 35.62%-14.0pp |
| Employer contribution / active EE | $1,845 | $3,715-50.3% | $4,934-62.6% | $2,756-33.0% |
| Participant deferral / active EE | $7,265 | $6,646+9.3% | $8,070-10.0% | $4,297+69.1% |
| Admin fee / account holder | $6,487 | $7,942-18.3% | $13,006-50.1% | $6,935-6.5% |