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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 | $182,154 | $105,160+73.2% | $94,679+92.4% | $139,456+30.6% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 17.32% | 38.04%-20.7pp | 156.75%-139.4pp | 373.45%-356.1pp |
| Employer contribution / active EE | $3,782 | $4,107-7.9% | $3,673+3.0% | $4,753-20.4% |
| Participant deferral / active EE | $10,825 | $7,599+42.5% | $7,417+45.9% | $6,711+61.3% |
| Admin fee / account holder | $13,397 | $8,988+49.1% | $7,233+85.2% | $11,407+17.4% |