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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 | $233,855 | $102,382+128.4% | $147,005+59.1% | $80,874+189.2% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.2%-10.2pp | 67.6%+4.4pp |
| Annual return | 20.01% | 134.89%-114.9pp | 418.76%-398.8pp | 35.62%-15.6pp |
| Employer contribution / active EE | $3,257 | $3,715-12.3% | $4,934-34.0% | $2,756+18.2% |
| Participant deferral / active EE | $5,798 | $6,646-12.8% | $8,070-28.2% | $4,297+34.9% |
| Admin fee / account holder | $478 | $7,942-94.0% | $13,006-96.3% | $6,935-93.1% |