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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 | $196,835 | $102,382+92.3% | $147,005+33.9% | $80,874+143.4% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 12.43% | 134.89%-122.5pp | 418.76%-406.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,571 | $3,715-3.9% | $4,934-27.6% | $2,756+29.6% |
| Participant deferral / active EE | $5,612 | $6,646-15.6% | $8,070-30.5% | $4,297+30.6% |
| Admin fee / account holder | $20,324 | $7,942+155.9% | $13,006+56.3% | $6,935+193.1% |