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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 | $167,539 | $102,385+63.6% | $147,080+13.9% | $80,935+107.0% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 17.64% | 135.09%-117.5pp | 420.17%-402.5pp | 35.66%-18.0pp |
| Employer contribution / active EE | $7,216 | $3,717+94.1% | $4,933+46.3% | $2,757+161.8% |
| Participant deferral / active EE | $13,116 | $6,651+97.2% | $8,066+62.6% | $4,299+205.1% |
| Admin fee / account holder | $12,273 | $7,951+54.3% | $12,989-5.5% | $6,924+77.2% |