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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 | $244,204 | $102,382+138.5% | $147,005+66.1% | $80,874+202.0% |
| Participation rate | 89.3% | 75.8%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 15.87% | 134.89%-119.0pp | 418.76%-402.9pp | 35.62%-19.7pp |
| Employer contribution / active EE | $4,562 | $3,715+22.8% | $4,934-7.6% | $2,756+65.5% |
| Participant deferral / active EE | $4,019 | $6,646-39.5% | $8,070-50.2% | $4,297-6.5% |
| Admin fee / account holder | $52,093 | $7,942+555.9% | $13,006+300.5% | $6,935+651.1% |