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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 | $152,803 | $96,643+58.1% | $86,617+76.4% | $139,456+9.6% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 16.25% | 106.57%-90.3pp | 591.91%-575.7pp | 373.45%-357.2pp |
| Employer contribution / active EE | $5,150 | $3,264+57.8% | $3,023+70.3% | $4,753+8.4% |
| Participant deferral / active EE | $7,103 | $4,835+46.9% | $4,437+60.1% | $6,711+5.8% |
| Admin fee / account holder | $9,677 | $6,406+51.1% | $5,613+72.4% | $11,407-15.2% |