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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 | $235,158 | $102,393+129.7% | $147,041+59.9% | $80,911+190.6% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 15.01% | 134.95%-119.9pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $11,098 | $3,715+198.7% | $4,935+124.9% | $2,756+302.7% |
| Participant deferral / active EE | $5,140 | $6,647-22.7% | $8,071-36.3% | $4,297+19.6% |
| Admin fee / account holder | $8,889 | $7,943+11.9% | $13,006-31.7% | $6,935+28.2% |