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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 | $192,921 | $102,385+88.4% | $147,080+31.2% | $80,935+138.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 12.42% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,427 | $3,717-34.7% | $4,933-50.8% | $2,757-12.0% |
| Participant deferral / active EE | $8,019 | $6,651+20.6% | $8,066-0.6% | $4,299+86.5% |
| Admin fee / account holder | $17,439 | $7,951+119.3% | $12,989+34.3% | $6,924+151.8% |