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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 | $180,717 | $106,894+69.1% | $84,016+115.1% | $152,870+18.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 20.28% | 104.99%-84.7pp | 71.31%-51.0pp | 345.34%-325.1pp |
| Employer contribution / active EE | $7,092 | $2,734+159.4% | $1,983+257.6% | $4,763+48.9% |
| Participant deferral / active EE | $7,738 | $4,011+92.9% | $3,239+138.9% | $5,850+32.3% |
| Admin fee / account holder | $9,787 | $8,286+18.1% | $6,101+60.4% | $11,597-15.6% |