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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 | $230,493 | $102,429+125.0% | $147,096+56.7% | $80,925+184.8% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.7%+20.1pp |
| Annual return | 55.78% | 135.02%-79.2pp | 419.75%-364.0pp | 35.65%+20.1pp |
| Employer contribution / active EE | $4,163 | $3,716+12.0% | $4,936-15.7% | $2,756+51.0% |
| Participant deferral / active EE | $12,837 | $6,649+93.1% | $8,071+59.1% | $4,299+198.6% |
| Admin fee / account holder | $2,195 | $7,957-72.4% | $13,005-83.1% | $6,940-68.4% |