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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 | $148,611 | $111,785+32.9% | $93,669+58.7% | $145,877+1.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 12.58% | 203.79%-191.2pp | 133.59%-121.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,024 | $3,096-66.9% | $2,424-57.8% | $4,663-78.0% |
| Participant deferral / active EE | $4,695 | $4,919-4.6% | $4,416+6.3% | $6,691-29.8% |
| Admin fee / account holder | $634 | $10,256-93.8% | $8,291-92.4% | $13,402-95.3% |