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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 | $148,467 | $99,079+49.8% | $78,002+90.3% | $273,972-45.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 9.82% | 217.93%-208.1pp | 425.99%-416.2pp | 41.46%-31.6pp |
| Employer contribution / active EE | $3,182 | $3,308-3.8% | $2,470+28.8% | $4,869-34.6% |
| Participant deferral / active EE | $4,897 | $4,306+13.7% | $3,497+40.0% | $5,287-7.4% |
| Admin fee / account holder | $797 | $8,954-91.1% | $5,481-85.5% | $10,133-92.1% |