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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 | $241,400 | $102,429+135.7% | $147,096+64.1% | $80,925+198.3% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 15.07% | 135.02%-119.9pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $11,336 | $3,716+205.1% | $4,936+129.7% | $2,756+311.3% |
| Participant deferral / active EE | $11,551 | $6,649+73.7% | $8,071+43.1% | $4,299+168.7% |
| Admin fee / account holder | $3,373 | $7,957-57.6% | $13,005-74.1% | $6,940-51.4% |