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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 | $102,422+138.4% | $147,117+66.0% | $80,959+201.6% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 15.87% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $4,562 | $3,717+22.7% | $4,932-7.5% | $2,757+65.4% |
| Participant deferral / active EE | $4,019 | $6,652-39.6% | $8,065-50.2% | $4,300-6.5% |
| Admin fee / account holder | $52,093 | $7,953+555.0% | $12,993+300.9% | $6,925+652.2% |