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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 | $192,566 | $102,385+88.1% | $147,080+30.9% | $80,935+137.9% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 14.99% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $5,699 | $3,717+53.3% | $4,933+15.5% | $2,757+106.7% |
| Participant deferral / active EE | $6,348 | $6,651-4.5% | $8,066-21.3% | $4,299+47.7% |
| Admin fee / account holder | $24,876 | $7,951+212.8% | $12,989+91.5% | $6,924+259.2% |