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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 | $245,387 | $99,079+147.7% | $78,002+214.6% | $273,972-10.4% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 7.59% | 217.93%-210.3pp | 425.99%-418.4pp | 41.46%-33.9pp |
| Employer contribution / active EE | $4,175 | $3,308+26.2% | $2,470+69.0% | $4,869-14.3% |
| Participant deferral / active EE | $9,870 | $4,306+129.2% | $3,497+182.2% | $5,287+86.7% |
| Admin fee / account holder | $3,617 | $8,954-59.6% | $5,481-34.0% | $10,133-64.3% |