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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 | $102,429+72.5% | $147,096+20.2% | $80,925+118.4% |
| Participation rate | 86.0% | 75.9%+10.1pp | 82.2%+3.8pp | 67.7%+18.3pp |
| Annual return | 28.81% | 135.02%-106.2pp | 419.75%-390.9pp | 35.65%-6.8pp |
| Employer contribution / active EE | $3,187 | $3,716-14.2% | $4,936-35.4% | $2,756+15.6% |
| Participant deferral / active EE | $7,571 | $6,649+13.9% | $8,071-6.2% | $4,299+76.1% |
| Admin fee / account holder | $24,001 | $7,957+201.6% | $13,005+84.5% | $6,940+245.8% |