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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 | $206,556 | $102,429+101.7% | $147,096+40.4% | $80,925+155.2% |
| Participation rate | 86.3% | 75.9%+10.4pp | 82.2%+4.1pp | 67.7%+18.6pp |
| Annual return | 15.96% | 135.02%-119.1pp | 419.75%-403.8pp | 35.65%-19.7pp |
| Employer contribution / active EE | $5,563 | $3,716+49.7% | $4,936+12.7% | $2,756+101.8% |
| Participant deferral / active EE | $9,076 | $6,649+36.5% | $8,071+12.5% | $4,299+111.1% |
| Admin fee / account holder | $1,844 | $7,957-76.8% | $13,005-85.8% | $6,940-73.4% |