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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 | $239,978 | $102,429+134.3% | $147,096+63.1% | $80,925+196.5% |
| Participation rate | 73.5% | 75.9%-2.4pp | 82.2%-8.7pp | 67.7%+5.8pp |
| Annual return | 16.06% | 135.02%-119.0pp | 419.75%-403.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $8,347 | $3,716+124.7% | $4,936+69.1% | $2,756+202.8% |
| Participant deferral / active EE | $9,702 | $6,649+45.9% | $8,071+20.2% | $4,299+125.7% |
| Admin fee / account holder | $44,657 | $7,957+461.2% | $13,005+243.4% | $6,940+543.5% |