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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 | $102,422+135.7% | $147,117+64.1% | $80,959+198.2% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 15.07% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $11,336 | $3,717+204.9% | $4,932+129.8% | $2,757+311.2% |
| Participant deferral / active EE | $11,551 | $6,652+73.6% | $8,065+43.2% | $4,300+168.6% |
| Admin fee / account holder | $3,373 | $7,953-57.6% | $12,993-74.0% | $6,925-51.3% |