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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 | $156,399 | $102,393+52.7% | $147,041+6.4% | $80,911+93.3% |
| Participation rate | 73.8% | 75.9%-2.0pp | 82.2%-8.4pp | 67.6%+6.2pp |
| Annual return | 18.70% | 134.95%-116.3pp | 419.21%-400.5pp | 35.63%-16.9pp |
| Employer contribution / active EE | $2,948 | $3,715-20.7% | $4,935-40.3% | $2,756+7.0% |
| Participant deferral / active EE | $10,632 | $6,647+60.0% | $8,071+31.7% | $4,297+147.4% |
| Admin fee / account holder | $36,135 | $7,943+354.9% | $13,006+177.8% | $6,935+421.1% |