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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 | $194,584 | $102,429+90.0% | $147,096+32.3% | $80,925+140.5% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 19.34% | 135.02%-115.7pp | 419.75%-400.4pp | 35.65%-16.3pp |
| Employer contribution / active EE | $30,910 | $3,716+731.9% | $4,936+526.2% | $2,756+1021.5% |
| Participant deferral / active EE | $18,199 | $6,649+173.7% | $8,071+125.5% | $4,299+323.4% |
| Admin fee / account holder | $11,101 | $7,957+39.5% | $13,005-14.6% | $6,940+60.0% |