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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 | $102,429+138.4% | $147,096+66.0% | $80,925+201.8% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 15.87% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $4,562 | $3,716+22.8% | $4,936-7.6% | $2,756+65.5% |
| Participant deferral / active EE | $4,019 | $6,649-39.6% | $8,071-50.2% | $4,299-6.5% |
| Admin fee / account holder | $52,093 | $7,957+554.7% | $13,005+300.6% | $6,940+650.6% |