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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 | $203,044 | $111,785+81.6% | $93,669+116.8% | $145,877+39.2% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 14.16% | 203.79%-189.6pp | 133.59%-119.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,285 | $3,096-58.5% | $2,424-47.0% | $4,663-72.4% |
| Participant deferral / active EE | $2,296 | $4,919-53.3% | $4,416-48.0% | $6,691-65.7% |
| Admin fee / account holder | $4,957 | $10,256-51.7% | $8,291-40.2% | $13,402-63.0% |