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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 | $238,758 | $102,382+133.2% | $147,005+62.4% | $80,874+195.2% |
| Participation rate | 82.9% | 75.8%+7.0pp | 82.2%+0.7pp | 67.6%+15.2pp |
| Annual return | 15.57% | 134.89%-119.3pp | 418.76%-403.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $8,703 | $3,715+134.3% | $4,934+76.4% | $2,756+215.8% |
| Participant deferral / active EE | $6,946 | $6,646+4.5% | $8,070-13.9% | $4,297+61.7% |
| Admin fee / account holder | $3,707 | $7,942-53.3% | $13,006-71.5% | $6,935-46.5% |