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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 | $151,464 | $123,859+22.3% | $69,632+117.5% | $145,897+3.8% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.4%+19.3pp | 80.3%+5.4pp |
| Annual return | 13.15% | 192.49%-179.3pp | 101.32%-88.2pp | 552.29%-539.1pp |
| Employer contribution / active EE | $10,898 | $2,673+307.6% | $1,708+537.9% | $4,663+133.7% |
| Participant deferral / active EE | $4,147 | $4,242-2.2% | $2,889+43.6% | $6,689-38.0% |
| Admin fee / account holder | $4,464 | $7,817-42.9% | $4,695-4.9% | $13,390-66.7% |