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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 | $212,399 | $111,878+89.8% | $93,727+126.6% | $145,897+45.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 15.71% | 204.28%-188.6pp | 133.83%-118.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $5,197 | $3,092+68.1% | $2,421+114.6% | $4,663+11.5% |
| Participant deferral / active EE | $16,189 | $4,920+229.0% | $4,417+266.5% | $6,689+142.0% |
| Admin fee / account holder | $5,535 | $10,256-46.0% | $8,292-33.2% | $13,390-58.7% |