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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 | $177,205 | $102,422+73.0% | $147,117+20.5% | $80,959+118.9% |
| Participation rate | 84.3% | 75.9%+8.4pp | 82.2%+2.1pp | 67.7%+16.6pp |
| Annual return | 19.66% | 135.16%-115.5pp | 420.54%-400.9pp | 35.67%-16.0pp |
| Employer contribution / active EE | $2,363 | $3,717-36.4% | $4,932-52.1% | $2,757-14.3% |
| Participant deferral / active EE | $8,631 | $6,652+29.8% | $8,065+7.0% | $4,300+100.7% |
| Admin fee / account holder | $13,152 | $7,953+65.4% | $12,993+1.2% | $6,925+89.9% |