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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 | $226,678 | $103,000+120.1% | $90,300+151.0% | $152,885+48.3% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.5%+5.8pp |
| Annual return | 38.83% | 95.19%-56.4pp | 78.11%-39.3pp | 345.39%-306.6pp |
| Employer contribution / active EE | $2,949 | $3,138-6.0% | $2,854+3.3% | $4,763-38.1% |
| Participant deferral / active EE | $10,160 | $4,281+137.3% | $3,884+161.6% | $5,851+73.6% |
| Admin fee / account holder | $21,976 | $6,173+256.0% | $5,353+310.5% | $11,598+89.5% |