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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 | $102,393+93.7% | $147,041+34.9% | $80,911+145.1% |
| Participation rate | 84.3% | 75.9%+8.4pp | 82.2%+2.1pp | 67.6%+16.6pp |
| Annual return | 18.51% | 134.95%-116.4pp | 419.21%-400.7pp | 35.63%-17.1pp |
| Employer contribution / active EE | $3,087 | $3,715-16.9% | $4,935-37.4% | $2,756+12.0% |
| Participant deferral / active EE | $7,849 | $6,647+18.1% | $8,071-2.8% | $4,297+82.6% |
| Admin fee / account holder | $31,705 | $7,943+299.1% | $13,006+143.8% | $6,935+357.2% |