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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 | $187,024 | $108,897+71.7% | $100,378+86.3% | $145,877+28.2% |
| Participation rate | 85.0% | 83.0%+2.0pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 13.54% | 58.17%-44.6pp | 49.41%-35.9pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,113 | $4,420-29.6% | $3,942-21.0% | $4,663-33.2% |
| Participant deferral / active EE | $9,260 | $8,455+9.5% | $8,087+14.5% | $6,691+38.4% |
| Admin fee / account holder | $47,357 | $9,690+388.7% | $7,899+499.5% | $13,402+253.4% |