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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 | $102,429+93.6% | $147,096+34.8% | $80,925+145.1% |
| Participation rate | 84.3% | 75.9%+8.4pp | 82.2%+2.1pp | 67.7%+16.6pp |
| Annual return | 18.51% | 135.02%-116.5pp | 419.75%-401.2pp | 35.65%-17.1pp |
| Employer contribution / active EE | $3,087 | $3,716-16.9% | $4,936-37.5% | $2,756+12.0% |
| Participant deferral / active EE | $7,849 | $6,649+18.1% | $8,071-2.8% | $4,299+82.6% |
| Admin fee / account holder | $31,705 | $7,957+298.5% | $13,005+143.8% | $6,940+356.8% |