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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 | $176,741 | $102,382+72.6% | $147,005+20.2% | $80,874+118.5% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.2%+3.8pp | 67.6%+18.4pp |
| Annual return | 28.81% | 134.89%-106.1pp | 418.76%-390.0pp | 35.62%-6.8pp |
| Employer contribution / active EE | $3,187 | $3,715-14.2% | $4,934-35.4% | $2,756+15.6% |
| Participant deferral / active EE | $7,571 | $6,646+13.9% | $8,070-6.2% | $4,297+76.2% |
| Admin fee / account holder | $24,001 | $7,942+202.2% | $13,006+84.5% | $6,935+246.1% |