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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 | $225,266 | $102,429+119.9% | $147,096+53.1% | $80,925+178.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 15.59% | 135.02%-119.4pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,480 | $3,716-6.3% | $4,936-29.5% | $2,756+26.3% |
| Participant deferral / active EE | $13,099 | $6,649+97.0% | $8,071+62.3% | $4,299+204.7% |
| Admin fee / account holder | $7,636 | $7,957-4.0% | $13,005-41.3% | $6,940+10.0% |