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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 | $136,825 | $106,008+29.1% | $92,240+48.3% | $147,586-7.3% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 18.99% | 50.05%-31.1pp | 176.29%-157.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,480 | $4,333-65.8% | $3,680-59.8% | $4,876-69.6% |
| Participant deferral / active EE | $3,441 | $4,478-23.2% | $3,897-11.7% | $5,439-36.7% |
| Admin fee / account holder | $5,771 | $6,333-8.9% | $5,194+11.1% | $10,886-47.0% |