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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 | $180,313 | $104,937+71.8% | $84,628+113.1% | $152,897+17.9% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.5%+3.3pp |
| Annual return | 21.63% | 373.88%-352.3pp | 258.80%-237.2pp | 345.43%-323.8pp |
| Employer contribution / active EE | $14,295 | $3,303+332.8% | $2,653+438.8% | $4,764+200.1% |
| Participant deferral / active EE | $5,492 | $4,690+17.1% | $3,900+40.8% | $5,851-6.1% |
| Admin fee / account holder | $810 | $6,243-87.0% | $4,914-83.5% | $11,599-93.0% |