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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 | $102,385+135.8% | $147,080+64.1% | $80,935+198.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 15.07% | 135.09%-120.0pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $11,336 | $3,717+205.0% | $4,933+129.8% | $2,757+311.2% |
| Participant deferral / active EE | $11,551 | $6,651+73.7% | $8,066+43.2% | $4,299+168.7% |
| Admin fee / account holder | $3,373 | $7,951-57.6% | $12,989-74.0% | $6,924-51.3% |