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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 | $246,101 | $102,385+140.4% | $147,080+67.3% | $80,935+204.1% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 19.00% | 135.09%-116.1pp | 420.17%-401.2pp | 35.66%-16.7pp |
| Employer contribution / active EE | $4,361 | $3,717+17.3% | $4,933-11.6% | $2,757+58.2% |
| Participant deferral / active EE | $10,969 | $6,651+64.9% | $8,066+36.0% | $4,299+155.1% |
| Admin fee / account holder | $670 | $7,951-91.6% | $12,989-94.8% | $6,924-90.3% |