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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 | $102,385+134.4% | $147,080+63.2% | $80,935+196.5% |
| Participation rate | 73.5% | 75.9%-2.4pp | 82.2%-8.7pp | 67.7%+5.8pp |
| Annual return | 16.06% | 135.09%-119.0pp | 420.17%-404.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $8,347 | $3,717+124.6% | $4,933+69.2% | $2,757+202.8% |
| Participant deferral / active EE | $9,702 | $6,651+45.9% | $8,066+20.3% | $4,299+125.7% |
| Admin fee / account holder | $44,657 | $7,951+461.6% | $12,989+243.8% | $6,924+544.9% |