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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 | $96,678+58.1% | $86,640+76.4% | $139,466+9.6% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 16.25% | 106.69%-90.4pp | 592.52%-576.3pp | 373.66%-357.4pp |
| Employer contribution / active EE | $5,150 | $3,265+57.7% | $3,024+70.3% | $4,754+8.3% |
| Participant deferral / active EE | $7,103 | $4,837+46.8% | $4,438+60.0% | $6,712+5.8% |
| Admin fee / account holder | $9,677 | $6,410+51.0% | $5,616+72.3% | $11,409-15.2% |