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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 | $150,517 | $102,429+46.9% | $147,096+2.3% | $80,925+86.0% |
| Participation rate | 95.9% | 75.9%+20.1pp | 82.2%+13.7pp | 67.7%+28.3pp |
| Annual return | 11.84% | 135.02%-123.2pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $9,820 | $3,716+164.3% | $4,936+99.0% | $2,756+256.3% |
| Participant deferral / active EE | $6,446 | $6,649-3.1% | $8,071-20.1% | $4,299+49.9% |
| Admin fee / account holder | $38,862 | $7,957+388.4% | $13,005+198.8% | $6,940+460.0% |