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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 | $238,861 | $102,429+133.2% | $147,096+62.4% | $80,925+195.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.7%+15.7pp |
| Annual return | 15.58% | 135.02%-119.4pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,058 | $3,716-17.7% | $4,936-38.0% | $2,756+11.0% |
| Participant deferral / active EE | $9,214 | $6,649+38.6% | $8,071+14.2% | $4,299+114.4% |
| Admin fee / account holder | $20,734 | $7,957+160.6% | $13,005+59.4% | $6,940+198.8% |