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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 | $102,382+140.4% | $147,005+67.4% | $80,874+204.3% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.2%-4.0pp | 67.6%+10.5pp |
| Annual return | 19.00% | 134.89%-115.9pp | 418.76%-399.8pp | 35.62%-16.6pp |
| Employer contribution / active EE | $4,361 | $3,715+17.4% | $4,934-11.6% | $2,756+58.3% |
| Participant deferral / active EE | $10,969 | $6,646+65.0% | $8,070+35.9% | $4,297+155.3% |
| Admin fee / account holder | $670 | $7,942-91.6% | $13,006-94.9% | $6,935-90.3% |