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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 | $245,403 | $106,008+131.5% | $92,240+166.0% | $147,586+66.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 16.77% | 50.05%-33.3pp | 176.29%-159.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $12,196 | $4,333+181.4% | $3,680+231.5% | $4,876+150.1% |
| Participant deferral / active EE | $8,509 | $4,478+90.0% | $3,897+118.4% | $5,439+56.5% |
| Admin fee / account holder | $4,072 | $6,333-35.7% | $5,194-21.6% | $10,886-62.6% |