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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 | $198,330 | $102,422+93.6% | $147,117+34.8% | $80,959+145.0% |
| Participation rate | 84.3% | 75.9%+8.4pp | 82.2%+2.1pp | 67.7%+16.6pp |
| Annual return | 18.51% | 135.16%-116.6pp | 420.54%-402.0pp | 35.67%-17.2pp |
| Employer contribution / active EE | $3,087 | $3,717-17.0% | $4,932-37.4% | $2,757+12.0% |
| Participant deferral / active EE | $7,849 | $6,652+18.0% | $8,065-2.7% | $4,300+82.5% |
| Admin fee / account holder | $31,705 | $7,953+298.6% | $12,993+144.0% | $6,925+357.8% |