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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 | $215,736 | $99,079+117.7% | $78,002+176.6% | $273,972-21.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 6.60% | 217.93%-211.3pp | 425.99%-419.4pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,799 | $3,308+14.9% | $2,470+53.8% | $4,869-22.0% |
| Participant deferral / active EE | $3,765 | $4,306-12.6% | $3,497+7.7% | $5,287-28.8% |
| Admin fee / account holder | $1,591 | $8,954-82.2% | $5,481-71.0% | $10,133-84.3% |