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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 | $187,745 | $102,429+83.3% | $147,096+27.6% | $80,925+132.0% |
| Participation rate | 72.1% | 75.9%-3.7pp | 82.2%-10.0pp | 67.7%+4.5pp |
| Annual return | 23.85% | 135.02%-111.2pp | 419.75%-395.9pp | 35.65%-11.8pp |
| Employer contribution / active EE | $3,582 | $3,716-3.6% | $4,936-27.4% | $2,756+30.0% |
| Participant deferral / active EE | $9,861 | $6,649+48.3% | $8,071+22.2% | $4,299+129.4% |
| Admin fee / account holder | $5,763 | $7,957-27.6% | $13,005-55.7% | $6,940-17.0% |