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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 | $214,146 | $49,199+335.3% | $121,204+76.7% | $75,173+184.9% |
| Participation rate | 86.7% | 55.4%+31.2pp | 69.5%+17.1pp | 67.2%+19.5pp |
| Annual return | 17.74% | 56.04%-38.3pp | 987.18%-969.4pp | 160.72%-143.0pp |
| Employer contribution / active EE | $3,790 | $1,547+145.0% | $4,170-9.1% | $2,671+41.9% |
| Participant deferral / active EE | $9,818 | $2,630+273.3% | $4,083+140.5% | $4,126+137.9% |
| Admin fee / account holder | $2,903 | $3,946-26.4% | $5,651-48.6% | $5,651-48.6% |