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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 | $193,106 | $100,139+92.8% | $85,187+126.7% | $145,884+32.4% |
| Participation rate | 87.0% | 74.1%+12.9pp | 67.5%+19.4pp | 80.3%+6.7pp |
| Annual return | 12.00% | 84.15%-72.1pp | 66.67%-54.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $5,605 | $3,238+73.1% | $2,732+105.1% | $4,662+20.2% |
| Participant deferral / active EE | $9,704 | $5,296+83.3% | $4,525+114.5% | $6,690+45.1% |
| Admin fee / account holder | $3,275 | $7,262-54.9% | $6,162-46.8% | $13,392-75.5% |