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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 | $191,733 | $58,234+229.2% | $81,783+134.4% | $80,874+137.1% |
| Participation rate | 91.7% | 63.4%+28.2pp | 72.4%+19.3pp | 67.6%+24.0pp |
| Annual return | 12.43% | 41.70%-29.3pp | 775.05%-762.6pp | 35.62%-23.2pp |
| Employer contribution / active EE | $4,185 | $2,341+78.8% | $2,913+43.7% | $2,756+51.9% |
| Participant deferral / active EE | $6,280 | $3,283+91.3% | $4,320+45.4% | $4,297+46.2% |
| Admin fee / account holder | $12,079 | $4,982+142.5% | $7,380+63.7% | $6,935+74.2% |