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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 | $198,698 | $99,079+100.5% | $78,002+154.7% | $273,972-27.5% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.5%+18.6pp | 83.0%+11.1pp |
| Annual return | 3.81% | 217.93%-214.1pp | 425.99%-422.2pp | 41.46%-37.6pp |
| Employer contribution / active EE | $6,739 | $3,308+103.8% | $2,470+172.8% | $4,869+38.4% |
| Participant deferral / active EE | $5,325 | $4,306+23.7% | $3,497+52.3% | $5,287+0.7% |
| Admin fee / account holder | $46,918 | $8,954+424.0% | $5,481+756.1% | $10,133+363.0% |