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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 | $167,254 | $96,678+73.0% | $86,640+93.0% | $139,466+19.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 18.97% | 106.69%-87.7pp | 592.52%-573.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $5,747 | $3,265+76.0% | $3,024+90.0% | $4,754+20.9% |
| Participant deferral / active EE | $10,267 | $4,837+112.3% | $4,438+131.3% | $6,712+53.0% |
| Admin fee / account holder | $1,027 | $6,410-84.0% | $5,616-81.7% | $11,409-91.0% |