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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 | $102,385+90.1% | $147,080+32.3% | $80,935+140.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 19.34% | 135.09%-115.8pp | 420.17%-400.8pp | 35.66%-16.3pp |
| Employer contribution / active EE | $30,910 | $3,717+731.6% | $4,933+526.6% | $2,757+1021.3% |
| Participant deferral / active EE | $18,199 | $6,651+173.6% | $8,066+125.6% | $4,299+323.3% |
| Admin fee / account holder | $11,101 | $7,951+39.6% | $12,989-14.5% | $6,924+60.3% |