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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 | $216,876 | $102,393+111.8% | $147,041+47.5% | $80,911+168.0% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 16.79% | 134.95%-118.2pp | 419.21%-402.4pp | 35.63%-18.8pp |
| Employer contribution / active EE | $4,238 | $3,715+14.1% | $4,935-14.1% | $2,756+53.8% |
| Participant deferral / active EE | $7,327 | $6,647+10.2% | $8,071-9.2% | $4,297+70.5% |
| Admin fee / account holder | $2,480 | $7,943-68.8% | $13,006-80.9% | $6,935-64.2% |